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PCC RDA BIBCO Standard Record (BSR) Metadata Application Profile

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PCC RDA BIBCO Standard Record (BSR)

Metadata Application Profile


February 18, 2015 revision

Program for Cooperative Cataloging


Washington, D.C.
2015
BIBCOmail@loc.gov
Table of Contents

Introduction ................................................................................................................................................................................................... 3
RDA Core & PCC Core Elements ................................................................................................................................................................ 6
Required Non-RDA and MARC Data ........................................................................................................................................................ 20
Archival Materials ................................................................................................................................................................................... 20
Audio Recordings .................................................................................................................................................................................... 22
Cartographic Resources ........................................................................................................................................................................... 24
Electronic Resources [Computer File Format (Ldr/06 “m”)] .................................................................................................................. 27
Graphic Materials .................................................................................................................................................................................... 29
Moving Images ........................................................................................................................................................................................ 31
Notated Music.......................................................................................................................................................................................... 33
Rare Materials (Books, Graphics, and Notated Music) ........................................................................................................................... 35
Textual Monographs ................................................................................................................................................................................ 37
Supplemental Requirements for the Digital Aspects of Formats [Except Computer File Format (Ldr/06 “m”)] ................................... 39

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Introduction

Introduction

The BIBCO Standard Record (BSR) is a combination of RDA “Core,” RDA “Core if,” “PCC Core,” and “PCC Recommended”
elements applicable to archival materials, audio recordings, cartographic resources, electronic resources (if cataloged in the computer
file format), graphic materials, moving images, notated music, rare materials, and textual monographs. The RDA BSR also
incorporates supplemental requirements for these resource types when presented in digital formats, and it can be used to describe
digital reproductions. Instructions in the RDA BSR should be read in conjunction with the LC-PCC Policy Statements (LC-PCC PSs)
that are integrated into the RDA Toolkit. When describing online resources, catalogers may also consult the PCC RDA Provider-
Neutral guidelines. When describing continuing resources, catalogers should consult the PCC RDA CONSER Standard Record (CSR).

The BSR follows RDA 0.6.1 in its approach to the concept of core: “As a minimum, a resource description for a work, expression,
manifestation, or item should include all the core elements that are applicable and readily ascertainable.” The “PCC Recommended”
elements are not core; their inclusion is encouraged but discretionary.

The BSR is a model for bibliographic monographic records using a single encoding level (Ldr/17=‘blank’) in a shared database
environment. Catalogers satisfy BSR requirements when creating and/or modifying bibliographic records, and determine the level of
fullness that best suits the resources in their collections and the needs of their users. The BSR establishes a baseline set of elements
that emphasize access points over descriptive data. The standard seeks to ensure inclusion of the essential data elements necessary to
meet user needs; it is a solid "floor" description of a resource that can be built upon in a shared environment. The standard also does
not preclude the use of any data in a bibliographic description representing more extensive cataloging treatment.

Authority records must support controlled access points in an RDA BIBCO record. The mapping to MARC fields included in the
BSR is intended to be a general guide. For specific instructions on recording data in the MARC format, please refer to official MARC
21 documentation, OCLC Bibliographic Formats and Standards, and the MARC-to-RDA/RDA-to-MARC mappings in the RDA
Toolkit. BSR elements not directly related to RDA (e.g., classification; access points for subjects), or data treated in MARC
control/fixed fields, are included in separate tables at the end of this document.

Timeframe for RDA BSR Implementation


The RDA BSR was initially released for use by the PCC community in BIBCO-coded records on January 1, 2013, and was fully
implemented two years later. As of January 1, 2015, all new BIBCO-coded records must follow the RDA BSR. The guidelines
and requirements in the RDA BSR have been revised periodically and will continue to evolve as the PCC evaluates their

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Introduction

effectiveness, as modifications are made to Resource Description & Access, and as other RDA-related policies are developed
within the PCC and other communities (e.g., development of various DCRM standards for rare materials). Any comments or
suggestions for improving the BSR should be submitted to BIBCOmail@loc.gov.

Explanation of symbols in the “RDA Instructions & Elements” column of the BSR table:
• An asterisk (“*”) identifies a general instruction not limited to a particular bibliographic element.
• A “T” in parentheses identifies a transcribed element per RDA instructions (“take what you see”) or per LC-PCC Policy
Statement (LC-PCC PS) for that instruction.
• A plus sign (“+”) identifies additional elements, beyond the RDA “Core” and RDA “Core if” elements, selected to be “PCC
Core” elements for the BIBCO program.
• An “R” in parentheses identifies additional elements that, while not core in RDA or the BSR, the PCC recommends and
encourages catalogers include when the element may be useful to support user tasks (find, identify, select, and obtain).
• The absence of a plus sign (“+”) and an (R) means RDA already defines the element as core.

Instructions for rare materials (books, notated music, and graphics):


The rare materials provisions in the BSR are closely aligned with the provisions of Descriptive Cataloging of Rare Materials
(DCRM) and may be used with any resources deemed rare by the cataloging agency. This includes resources that may require
additional details of description to permit the ready identification of copies (e.g., as editions, impressions, or issues) and provide
more exact descriptions of them as artifacts. Typically, resources produced before the advent of mechanized printing and
papermaking processes in the early 19th century are more likely to require these additional details, but the BSR rare materials
provisions may be used if necessary with resources from any period.

As is the case with the general provisions of the BSR, the rare materials provisions represent a floor on which other elements can
be built. They are not intended to reproduce or replace DCRM, and elements in DCRM not in the BSR can certainly be included in
the record. The BSR rare materials provisions generally call for expanded treatment of elements within the BSR or deem certain
RDA elements to be core that are not considered core for other types of materials. Two cases call for different treatment rather
than simply expansion of the description. These are: 1.7.1 alternative 1, which invokes the option of using DCRM as the
designated published style manual in place of RDA 1.7.2-.9 for transcribing; and 3.4, which calls for applying DCRM conventions

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Introduction

when recording extent rather than RDA conventions. These were singled out by the rare community as areas where there were
valid rare materials reasons for departing from the general guidelines.

It is intended that the rare materials provisions be usable with any format. However, one of the stipulations of applying the rare
materials provisions is the recording of the appropriate “dcrm” code in 040 in addition to “rda” in order to label the record as
following the BSR rare materials provisions. For the moment, the rare materials provisions in the RDA BSR, especially 1.7.1
alternative 1 and 3.4, should only be used with printed books, graphics, and notated music (employing the codes “dcrmb” for rare
books, “dcrmg” for rare graphics, and “dcrmm” for rare notated music). As other DCRM modules (e.g., cartographic materials)
are published, the rare provisions of the BSR will become available to other formats and may be expanded. In the meantime other
rare materials can certainly be cataloged using the BSR, including rare provisions that call for going beyond the floor of the
general BSR, but they should be coded “rda” only in 040 and should follow the general RDA guidelines for 1.7.1 and 3.4.

Note: Earlier iterations of the rare books BSR excluded resources produced before 1500. The rare materials provisions of the
current BSR do not contain this exclusion and may be used with resources from any period.

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* General instruction; (T) Transcribed element; + PCC Core element; (R) PCC Recommended element

RDA Core & PCC Core Elements

RDA INSTRUCTIONS & RDA NO. NOTES MARC


ELEMENTS ENCODING
Identifying Manifestations
and Items
General guidelines on 1.7.1 Rare materials: use Descriptive Cataloging of Rare Materials as the Varies
transcription * Alternative “designated published style manual” in place of the instructions given
(1st) under RDA 1.7.2-1.7.9 for transcribing punctuation, numerals, symbols,
abbreviations, etc.
Numbers expressed as numerals 1.8.1 Rare materials: apply the RDA alternative for early printed resources. Varies
or as words *

Form of numerals * 1.8.2 Rare materials: apply the first alternative to record numerals in the form Varies
in which they appear on the source of information (for example, roman).
Recording titles (T) + 2.3.1.4 Archival materials: most titles will be devised by the cataloger, per RDA Varies
2.3.2.11. Additional guidance on the formulation of titles may be found in
DACS 2.3.
Rare materials: generally do not abridge titles.
Title proper (T) 2.3.2 245
Collective titles and titles of 2.3.2.6.1 Audio recordings, notated music, rare music, and moving images: 505, 7XX
individual contents + apply the optional addition when feasible. See also 25.1 below.
Parallel title proper (T) + 2.3.3 Record all. 245
Other title information (T) + 2.3.4 245

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ELEMENTS ENCODING
Variant title (T) (R) + 2.3.6 PCC recommends additional variant titles that are deemed important to 246
identification or access, according to cataloger judgment and/or local
policy.
Rare materials: this element is PCC Core for rare materials; record
variant titles that are required by the appropriate DCRM module.
Later title proper (T) + 2.3.8 246
Statement of responsibility 2.4.2 If more than one, only the first recorded is required by RDA, but 245
relating to title proper (T) catalogers are encouraged to transcribe any other statements of
responsibility that aid in resource discovery, identification, and selection.
Rare materials: generally transcribe all statements of responsibility
relating to title proper found in the preferred source of information.
Rare books, rare music: If a title and statement of responsibility as
recorded have been transposed from their presentation in the source, see
also 2.17.3.
Designation of edition (T) 2.5.2 Rare music: Transcribe as an edition statement the music presentation 250
statement as defined by DCRM(M) 3B.
Statement of responsibility 2.5.4 PCC Core for rare materials. 250
relating to the edition (T) +
Designation of a named revision 2.5.6 250
of an edition (T)
Date of production 2.7.6 Record date of production for a resource in unpublished form. 264
Archival materials: additional guidance may be found in DACS 2.4.

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ELEMENTS ENCODING
Place of publication (T) 2.8.2 For cataloging purposes, all online resources are considered published. 264
If more than one, only the first recorded is required.
Also transcribe current place if it differs (for multipart monographs).
Rare materials: generally transcribe all places of publication (see
DCRM(B,G,M) 4B6). If a place of publication is known to be fictitious
or incorrect, supply a correction in square brackets (see DCRM(B,G,M)
4B9).
Publisher’s name (T) 2.8.4 If more than one, only the first recorded is required. 264
Also transcribe current publisher if it differs (for multipart monographs).
Rare materials: generally transcribe all publishers’ names (see
DCRM(B,G,M) 4C6). If a publisher’s name is known to be fictitious or
incorrect, supply a correction in square brackets (see DCRM(B,G,M)
4C5).
Date of publication 2.8.6 Record the publication date(s) found in the resource, supply date(s) in 264
brackets, or record “[date of publication not identified].”
Rare materials: transcribe date(s) found in the resource (see
DCRM(B,G,M) 4D1). If a date of publication is known to be fictitious or
incorrect, supply the correct year in square brackets (see DCRM(B,G,M)
4D2.4).
Place of distribution (T) 2.9.2 Transcribe for a published resource, if place of publication is not 264
identified; if more than one, only the first recorded is required.
Rare materials: generally transcribe all places of distribution (see
DCRM(B,G,M) 4B6). If a place of distribution is known to be fictitious
or incorrect, supply a correction in square brackets (see DCRM(B,G,M)
4B9).

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RDA INSTRUCTIONS & RDA NO. NOTES MARC


ELEMENTS ENCODING
Distributor’s name (T) 2.9.4 Transcribe for a published resource, if publisher is not identified; if more 264
than one, only the first recorded is required.
Rare materials: generally transcribe all distributors’ names (see
DCRM(B,G,M) 4C6). If a distributor’s name is known to be fictitious or
incorrect, supply a correction in square brackets (see DCRM(B,G,M)
4C5).
Date of distribution 2.9.6 Record date of distribution for a published resource, if date of publication 264
is not identified.
Rare materials: generally transcribe all dates of distribution (see
DCRM(B,G,M) 4D1). If a date of distribution is known to be fictitious or
incorrect, supply the correct year in square brackets (see DCRM(B,G,M)
4D2.4).
Place of manufacture (T) 2.10.2 Transcribe for a published resource, if neither place of publication nor 264
place of distribution is identified; if more than one, only the first recorded
is required.
Rare materials: generally transcribe all places of manufacture if
appropriate (see DCRM(B,G,M) 4E). If a place of manufacture is known
to be fictitious or incorrect, supply a correction in square brackets.
Manufacturer’s name (T) 2.10.4 Transcribe for a published resource, if neither publisher nor distributor is 264
identified; if more than one, only the first recorded is required.
Rare materials: generally transcribe all manufacturers’ names if
appropriate (see DCRM(B,G,M) 4F). If a manufacturer’s name is known
to be fictitious or incorrect, supply a correction in square brackets .
Date of manufacture 2.10.6 Record date of manufacture for a published resource, if neither date of 264
publication, date of distribution, nor copyright date is identified.
Rare materials: generally transcribe all dates of manufacture if
appropriate (see DCRM(B,G,M) 4G). If a date of manufacture is known
to be fictitious or incorrect, supply the correct year in square brackets.

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RDA INSTRUCTIONS & RDA NO. NOTES MARC


ELEMENTS ENCODING
Copyright date 2.11 Record copyright date if neither the date of publication nor the date of 264
distribution is identified.
Rare materials: record the year of copyright when present in the
resource. If a full transcription of the copyright statement is desired,
record it in a note.
Title proper of series (T) 2.12.2 490
Other title information of series 2.12.4 PCC Core for rare materials. 490
(T) +
Statement of responsibility 2.12.6 PCC Core for rare materials. 490
relating to series (T) +
ISSN of series + 2.12.8 490
Numbering within series (T) 2.12.9 490
Title proper of subseries (T) 2.12.10 490
ISSN of subseries + 2.12.16 Record both ISSN of series and ISSN of subseries if both are present. 490
Numbering within subseries (T) 2.12.17 490

Mode of issuance + 2.13 Ldr/07


Identifier for the manifestation 2.15 Rare music: record publisher & plate numbers for rare notated music; 020, 024, 026-
record issue numbers for rare audio. 028, 074, 088
Preferred citation + 2.16 PCC Core for archival materials. 524

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RDA INSTRUCTIONS & RDA NO. NOTES MARC


ELEMENTS ENCODING
Note on title + 2.17.2 Supply source of title, if applicable. 500, 588
Online resources: always supply a MARC Source of Description Note
(588). See PCC Provider-Neutral E-Resource MARC Record Guide: P-
N/RDA Version for full explanation.
Rare graphics: Always supply source of title.
Note on statement of 2.17.3 Rare books, rare music: this element is PCC Core if a title and statement 500
responsibility + of responsibility as recorded have been transposed from their presentation
in the source. Make a note indicating the transposition.

Note on issue, part, or iteration 2.17.13 PCC Core for all online monographs. 588
used as the basis for
PCC Core for print multipart monographs, when applicable.
identification of the resource+
Custodial history of item + 2.18 PCC Core for archival materials; additional guidance may be found in 561
DACS 5.1.
Immediate source of acquisition 2.19 PCC Core for archival materials; additional guidance may be found in 541
of item + DACS 5.2.
Describing Carriers
Media type + 3.2 337
Carrier type 3.3 Always record Carrier type in 338. For some resource types, 007 field(s) 007; 338
will also be required, including the Specific Material Designation (007/01)
for resources other than textual monographs.

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ELEMENTS ENCODING
Extent 3.4 Always record extent, even though RDA only considers extent to be core 300
if the resource is complete or the total extent is known. Use RDA
elements under 3.4.1-3.4.6, as appropriate to the resource.
Online resources: record extent as “1 online resource” followed by either
pagination (for textual materials) or format-specific terminology when
applicable (e.g., vocal score, videodisc, slide, atlas). Record the subunits
only if readily ascertainable and considered important for identification.
Example: 1 online resource (1 vocal score (28 pages)).
Cartographic resources: include accompanying material ($e), if
applicable.
Rare materials: apply Descriptive Cataloging of Rare Materials
(DCRM) conventions when recording extent; however, do not use
abbreviations.
Dimensions + 3.5 PCC Core for audio recordings, notated music, moving images, still 007; 300, 340
images, cartographic resources, direct-access electronic resources,
and rare materials (for rare graphic materials, always specify what
was measured). Use RDA elements under 3.5-3.5.3, as appropriate to the
resource.
Base material (R) + 3.6 PCC Core for graphic materials. 007/04; 300, 340
PCC recommends for historical audio recordings.
Applied materials + 3.7 PCC Core for graphic materials. 300, 340
Mounts + 3.8 PCC Core for graphic materials. 007/05; 300, 340
Production method for 3.9.2 PCC Core for rare music when applicable. 340, 500
manuscript +
Layout + 3.11 PCC Core for cartographic resources. 300
Book format (R) 3.12 Rare books, rare music: PCC recommends this element when it is 300, 340
applicable and can be determined.

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ELEMENTS ENCODING
Sound characteristic + 3.16 PCC Core for audio recordings. 300, 344
Video characteristic + 3.18 PCC Core for moving images, when applicable. 300, 346
Digital file characteristic + 3.19 PCC Core for cartographic resources. Use RDA 3.19.1-3.19.8 as 300, 347, 352
appropriate to the resource.
File type + 3.19.2 PCC Core for audio recordings, notated music, and moving images, 300, 347
when applicable.
Encoding format + 3.19.3 PCC Core for audio recordings and moving images, when applicable. 300, 347
Regional encoding + 3.19.6 PCC Core for moving images, when applicable. 300, 347
Digital representation of 3.19.8 PCC Core for digital cartographic resources. 300, 347, 352
cartographic content +
Equipment or system 3.20 See 3.20.1.3. Use judgment to determine whether systems requirements 340, 538
requirement (R) go beyond the normal or obvious.
Contact information + 4.3 PCC Core for archival materials. 852
Restrictions on use + 4.5 Archival materials: PCC Core for archival materials; absence of 506
restrictions should be noted.

Uniform Resource Locator + 4.6 Do not record URLs that are restricted for use at a specific institution 856
(e.g., proxy URLs) in a master utility record unless it is the only URL
available.
Identifying Works and The authorized access point for principal creator (if any) is required for
Expressions use in conjunction with the work and expression attributes listed in this
section (see also RDA 19.2 below).If a formal authorized access point for
a work or expression is also included in the BSR, its form should be
established following NACO policies.
Preferred title for the work 6.2.2 130, 240, 7XX

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ELEMENTS ENCODING
Form of work 6.3 Record if needed to differentiate. 130, 240, 380,
7XX
Date of work 6.4 Record if needed to differentiate. 046, 130, 240,
7XX
Place of origin of the work 6.5 Record if needed to differentiate. 130, 240,
7XX
Other distinguishing 6.6 Record if needed to differentiate. 130, 240, 381,
characteristic of the work 7XX
Content type 6.9 Always record Content type in 336. Also record as part of an access point Ldr/06; 130 $h,
if needed to differentiate. 240$h, 336, 7XX
$h
Date of expression 6.10 Record if needed to differentiate. May include 046 for differentiation 046, 130, 240,
purposes. 7XX
Language of expression 6.11 Record if needed to differentiate. Also code in 008/35-37, 041/546. 008/35-37; 041,
546; 130, 240,
7XX
Other distinguishing 6.12 Record if needed to differentiate. 130, 240, 381,
characteristic of the expression 7XX
Preferred title for a musical 6.14.2 130, 240, 7XX
work
Medium of performance 6.15 Record if needed to differentiate. See also RDA 7.21. 130, 240, 382,
7XX
Numeric designation of a 6.16 Record if needed to differentiate. 130, 240, 383,
musical work 7XX
Key 6.17 Record if needed to differentiate. 130, 240, 384,
7XX

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ELEMENTS ENCODING
Other distinguishing 6.18 Record if needed to differentiate. 130, 240, 7XX
characteristic of the expression
of a musical work
Date of a treaty 6.20.3 130, 730

Describing Content
System of organization + 7.8 PCC Core for archival materials; additional guidance may be found in 351
DACS 3.2.
Dissertation or thesis 7.9 502
information +
Summarization of the content 7.10 PCC core for archival materials; additional guidance may be found in 520
(R) + DACS 3.1.
PCC recommends for other resource types when useful to support user
tasks.
Date of capture (R) 7.11.3 PCC recommends for audio recordings. 033, 518
Language of the content (R) 7.12 PCC recommends for all resources when the language of the described 546
resource is not apparent from the rest of the description.
Script + 7.13.2 PCC Core for resources in some languages (see examples at LC-PCC PS 546
7.13.2.3).
Form of musical notation + 7.13.3 500, 546
Format of notated music + 7.20 008/20; 300, 500
Medium of performance of 7.21 048, 382, 500
musical content +
Duration + 7.22 PCC Core for audio recordings and moving images when readily 008; 300, 306, 500
available.

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ELEMENTS ENCODING
Performer, narrator, and/or 7.23 PCC Core for audio and moving image recordings. 511
presenter +
Scale 7.25 Cartographic resources: this element is PCC Core for cartographic 034, 255
resources. Use RDA elements under 7.25.1-7.25.5, as appropriate to the
resource (7.25.3 and 7.25.4 are always core under RDA for cartographic
resources).
Horizontal scale of cartographic 7.25.3 034, 255
content
Vertical scale of cartographic 7.25.4 034,255
content
Projection of cartographic 7.26 255
content +
Persons, Families, and
Corporate Bodies Associated
with a Work
Relationship Designator 18.5 Follow PCC Guidelines for the Application of Relationship Designators in 1XX, 7XX
Bibliographic Records – 1XX/7XX $e $i or $j as appropriate
Creator 19.2 If more than one, only the creator having principal responsibility named 1XX
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.
After satisfying the RDA core requirement, catalogers may provide 7XX
additional authorized access points for creators according to cataloger’s
judgment.
Archival materials: additional guidance for recording creators may be
found in DACS 9.

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ELEMENTS ENCODING
Other person, family, or 19.3 Include if the authorized access point representing that person, family, or 1XX
corporate body associated with corporate body is used to construct the authorized access point
a work representing the work.
After satisfying the RDA core requirement, catalogers may provide 7XX
additional authorized access points according to cataloger’s judgment.
Persons, Families, and
Corporate Bodies Associated
with an Expression
Contributor (R) 20.2 PCC recommends cataloger’s judgment for providing authorized access 7XX
points for contributors.

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Related
Works
Related work 25.1 PCC recommends providing a contents note (no limit on number of works in the contents note unless 5XX,
(R) burdensome). Give an analytical authorized access point for the predominant or first work in the compilation. 7XX
Additional access points for other related works may also be included at the discretion of the cataloger. See
section above for elements used to identify works and expressions.
Moving images and audio recordings: give a full contents note and/or analytical authorized access points for
all works in a compilation, when feasible.
If local institutional cataloging policy is to trace a series, use the authorized access point form of the series
7XX
established in the LC/NACO Authority File.
Archival materials: provide a reference to finding aids describing the collection, either through notes, access
points, and/or URLs, as appropriate.
8XX,
Rare materials: citation notes and references to published descriptions are encouraged. Record in the form 856
prescribed by Standard Citation Forms for Rare Book Cataloging. For notated music, see also Appendix H of
DCRM(M).
510
Related
Expressions
Related 26.1 Give a contents note (no limit on number of expressions in the contents note; use cataloger’s judgment). Give 5XX,
expression (R) an analytical authorized access point for the predominant or first expression in the compilation. Additional 7XX
access points for other related expressions may also be included at the discretion of the cataloger. See section
above for elements used to identify works and expressions.
Audio recordings, notated music, rare music: give a full contents note and/or analytical authorized access
points for all works in a compilation, when feasible.
If local institutional cataloging policy is to trace an expression of a series, use the authorized access point form
of the expression of the series established in the LC/NACO Authority File.

8XX

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Related
Manifestations
Related 27.1 Record for reproductions. 5XX,
manifestation (R) 76X-787
Rare materials: if making separate descriptions for resources that were issued together by the
publisher, make a reference to the related manifestation in a “with” note.

Related Items
Related item (R) 28.1 Make for reproductions, bound-withs, and for special relationships for rare materials if warranted. 5XX,
76X-787
Rare materials: if making separate descriptions for resources bound together after publication, make
a reference to the related item in a local “with” note. 501 + $5
or 590

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Required Non-RDA and MARC Data (Archival Materials)

Required Non-RDA and MARC Data

The following tables outline data required by the BSR, if applicable to the resource being described, that either do not map directly to
RDA (e.g., classification and subject access), or are coded data that form part of the MARC 21 Bibliographic Format. Use as many
006 and 007 fields as are appropriate for the resource.

Archival Materials

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Use “p” (mixed materials) or “t” (manuscript language materials) Ldr/06
Bibliographic level Use “c,” “d,” or “m” Ldr/07
Type of control Use “a” (for collections under archival control) Ldr/08
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, Record the location of the repository [per MARC 21 documentation] 008/15-17
or execution
Language 008/35-37
Modified record 008/38
Cataloging source Use “c” or ‘blank’ 008/39

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Required Non-RDA and MARC Data (Archival Materials)

ELEMENT NOTES MARC


ENCODING
Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Archival materials: use “rda”, and if supplemental instructions from DACS were 040$e
conventions used in preparing the description, also record with code “dacs”. Always place $e rda
directly after the language of cataloging ($b).
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041
37 allows. See also BSR instructions under RDA 7.12.
Authentication code Use “pcc” 042
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.
Archival materials: addition of genre/form terms (655), occupational terms (656),
or functional terms (657) to the bibliographic record is encouraged if local policy
calls for the use of such terms, as appropriate to the collection being described.

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Required Non-RDA and MARC Data (Audio Recordings)

Audio Recordings

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Use “i” or “j” Ldr/06
Bibliographic level Use “m” Ldr/07
Type of control Use “a” (for collections under archival control) Ldr/08
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Physical Description Fixed
Field
Category of material 007/00
Specific material designation 007/01
Speed 007/03
Dimensions 007/06
Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, 008/15-17
or execution
Format of music 008/20

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Required Non-RDA and MARC Data (Audio Recordings)

ELEMENT NOTES MARC


ENCODING
Form of item 008/23
Language 008/35-37
Modified record 008/38
Cataloging source Use “c” or ‘blank’ 008/39
Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Use “rda”. Always place $e rda directly after the language of cataloging ($b). 040$e
conventions
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041$d
37 allows. See also BSR instructions under RDA 7.12.
Authentication code Use “pcc” 042
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.

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Required Non-RDA and MARC Data (Cartographic Resources)

Cartographic Resources

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Use “e” or “f” Ldr/06
Bibliographic level Use “m” Ldr/07
Type of control Use “a” (for collections under archival control) Ldr/08
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Physical Description Fixed
Field
Category of material 007/00
Specific material designation 007/01
Color 007/03
Physical medium 007/04
Type of reproduction 007/05
Reproduction/reproduction details 007/06
Positive/negative aspect 007/07
Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, 008/15-17
or execution

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Required Non-RDA and MARC Data (Cartographic Resources)

ELEMENT NOTES MARC


ENCODING
Relief 008/18-21
Projection 008/22-23
Type of cartographic material 008/25
Government publication 008/28
Form of item 008/29
Index 008/31
Special format characteristics 008/33-34
Language 008/35-37
Modified record 008/38
Cataloging source Use “c” or ‘blank’ 008/39
Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Use “rda”. Always place $e rda directly after the language of cataloging ($b). 040$e
conventions
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041
37 allows. See also BSR instructions under RDA 7.12.
Authentication code Use “pcc” 042
Geographic area code 043
Classification numbers Assign at least one classification number from an established classification system. 050, etc.
Geographic classification 052
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.
Cartographic resources: include at least one topic subdivided geographically or

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Required Non-RDA and MARC Data (Cartographic Resources)

ELEMENT NOTES MARC


ENCODING
one geographic subject access field at a minimum.

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Required Non-RDA and MARC Data (Computer File Format)

Electronic Resources [Computer File Format (Ldr/06 “m”)]

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Use “m” Ldr/06
Bibliographic level Use “m” Ldr/07
Type of control Use “a” (for collections under archival control) Ldr/08
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Physical Description Fixed
Field
Category of material Use “c” 007/00
Specific material designation 007/01
Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, 008/15-17
or execution
Type of computer file 008/26
Language 008/35-37
Modified record 008/38

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Required Non-RDA and MARC Data (Computer File Format)

ELEMENT NOTES MARC


ENCODING
Cataloging source Use “c” or ‘blank’ 008/39
Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Use “rda”. Always place $e rda directly after the language of cataloging ($b). 040$e
conventions
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041
37 allows. See also BSR instructions under RDA 7.12.
Classification numbers Assign at least one classification number from an established classification system. 050, etc.
Authentication code Use “pcc” 042
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.

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Required Non-RDA and MARC Data (Graphic Materials)

Graphic Materials
(For rare and special graphic materials, see instead “Rare Materials”)

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Use “k” or “g” Ldr/06
Bibliographic level Use “m” Ldr/07
Type of control Use “a” (for collections under archival control) Ldr/08
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Physical Description Fixed
Field
Category of material 007/00
Specific material designation 007/01
Color 007/03
Primary support material 007/04
Secondary support material 007/05
Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, 008/15-17

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Required Non-RDA and MARC Data (Graphic Materials)

ELEMENT NOTES MARC


ENCODING
or execution
Running time for motion pictures Use for “g” 008/18-20
and video recordings
Form of item 008/29
Type of visual material 008/33
Technique 008/34
Language 008/35-37
Modified record 008/38
Cataloging source Use “c” or ‘blank’ 008/39
Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Use “rda”. Always place $e rda directly after the language of cataloging ($b). 040$e
conventions
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041
37 allows. See also BSR instructions under RDA 7.12.
Authentication code Use “pcc” 042
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.

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Required Non-RDA and MARC Data (Moving Images)

Moving Images

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Use “g” Ldr/06
Bibliographic level Use “m” Ldr/07
Type of control Use “a” (for collections under archival control) Ldr/08
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Physical Description Fixed
Field
Category of material 007/00
Specific material designation 007/01
Color 007/03
Dimensions 007/07
Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, 008/15-17
or execution
Time 008/18-20

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Required Non-RDA and MARC Data (Moving Images)

ELEMENT NOTES MARC


ENCODING
Form of item 008/29
Type of material 008/33
Language 008/35-37
Modified record 008/38
Cataloging source Use “c” or ‘blank’ 008/39
Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Use “rda”. Always place $e rda directly after the language of cataloging ($b). 040$e
conventions
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041
37 allows. See also BSR instructions under RDA 7.12.
Moving images: use $j when there are subtitles.
Authentication code Use “pcc” 042
Country of Producing Entity The name of the country(s) where the principal offices of the producing entity(s) are 257
located. The subfield may contain an indication that the country is unknown, e.g.,
[Place of publication not identified]
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.

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Required Non-RDA and MARC Data (Notated Music)

Notated Music
(For rare and special notated music materials, see instead “Rare Materials”)

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Use “c” or “d” Ldr/06
Bibliographic level Use “m” Ldr/07
Type of control Use “a” (for collections under archival control) Ldr/08
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Physical Description Fixed Field
Category of material Microform of notated music monographs: use “h”. 007/00
Specific material designation 007/01
Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, 008/15-17
or execution
Format of music 008/20
Form of item 008/23
Language 008/35-37

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Required Non-RDA and MARC Data (Notated Music)

ELEMENT NOTES MARC


ENCODING
Modified record 008/38
Cataloging source Use “c” or ‘blank’ 008/39

Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Use “rda”. Always place $e rda directly after the language of cataloging ($b). 040$e
conventions
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041
37 allows. See also BSR instructions under RDA 7.12.
Authentication code Use “pcc” 042
Classification numbers Assign at least one classification number from an established classification system. 050, etc.
Geographic area code 043
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.

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Required Non-RDA and MARC Data (Rare Materials)

Rare Materials (Books, Graphics, and Notated Music)

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Rare books: Use “a” or “t” Ldr/06
Rare graphics: Use “k”
Rare music: Use “c” or “d”
Bibliographic level Rare books, rare music: Use “m” Ldr/07
Rare graphics: Use “m” or “a”
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Physical Description Fixed
Field
Category of material Use for rare graphics and for microform reproductions of rare materials. 007/00
Specific material designation 007/01
Color (Rare graphics only) 007/03
Primary support material (Rare graphics only) 007/04
Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, 008/15-17
or execution

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Required Non-RDA and MARC Data (Rare Materials)

ELEMENT NOTES MARC


ENCODING
Format of music (Rare music only) 008/20 (Music)
Form of item 008/23 (Books,
Music)
008/29 (Visual
materials)
Language 008/35-37
Modified record 008/38
Cataloging source Use “c” or ‘blank’ 008/39
Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Rare materials: use “rda” and the appropriate authorized dcrm code (currently, 040$e
conventions “dcrmb”, “dcrmg”, or “dcrmm”). Other codes may be used as they become
authorized upon publication of their respective DCRM module. Always place $e rda
directly after the language of cataloging ($b).
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041
37 allows. See also BSR instructions under RDA 7.12.
Authentication code Use “pcc” 042
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.
Rare books: adding genre/form terms from one of the Rare Books and
Manuscripts Section (RBMS) Controlled Vocabularies is strongly recommended.
Assign terms from other thesauri as appropriate.

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Required Non-RDA and MARC Data (Textual Monographs)

Textual Monographs
(For rare and special textual monographs, see instead “Rare Materials”)

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Use “a” or “t” Ldr/06
Type of control Use “a” (for collections under archival control) Ldr/08
Bibliographic level Use “m” Ldr/07
Encoding level Use ‘blank’ value Ldr/17
Descriptive cataloging form Use “i” Ldr/18
Variable Control Fields –
Physical Description Fixed
Field
Category of material Microform textual monographs: use “h”. 007/00

Specific material designation 007/01


Variable Control Fields –
Fixed-Length Data Elements
Type of date/publication status 008/06
Date 1 008/07-10
Date 2 008/11-14
Place of publication, production, 008/15-17
or execution
Form of item 008/23
Language 008/35-37

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Required Non-RDA and MARC Data (Textual Monographs)

ELEMENT NOTES MARC


ENCODING
Modified record 008/38
Cataloging source Use “c” or ‘blank’ 008/39
Variable Fields
Cataloging source: Language of Always specify that the language of cataloging is English. Use “eng”. 040$b
cataloging
Cataloging source: Description Use “rda”. Always place $e rda directly after the language of cataloging ($b). 040$e
conventions
Language code PCC Core for all resources if necessary to record more language codes than 008/35- 041
37 allows. See also BSR instructions under RDA 7.12.
Authentication code Use “pcc” 042
Classification numbers Assign at least one classification number from an established classification system. 050, etc.
Subject and genre/form access Use judgment in assessing each resource. As appropriate, assign a complement of 6XX
access points that provide access to at least the primary/essential subject and/or form
of the work at the appropriate level of specificity. Assign such access points from an
established thesaurus, list, or subject heading system.

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Supplemental Requirements for the Digital Aspects of Formats

Supplemental Requirements for the Digital Aspects of Formats


[Except Computer File Format (Ldr/06 “m”)]
These supplemental requirements define a set of elements for direct and remote access monographic electronic resources (Leader/07 "m" or "c")
and should be used in conjunction with the instructions for all other applicable formats and resource types, except for computer files (Leader/06
"m"). When describing resources in the computer file format, use the coding instructions for electronic resources. In addition to the element
coding listed below, the 007 field for the specific resource type may also need to reflect digital aspects of the resource.

ELEMENT NOTES MARC


ENCODING
Leader
Type of record Code for the most significant material type of the resource being cataloged. Ldr/06
Bibliographic level Use “m” or “c” Ldr/07
Variable Control Fields –
Physical Description Fixed
Field
Category of material Use “c” 007/00

Specific material designation Remote access electronic resources: use “r” 007/01
Direct access electronic resources: use “o”
Variable Control Fields –
Fixed-Length Data Elements
Form of item Online resources: use “o” 008/23 or 008/29
Direct access electronic resources: use “q”

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