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Documente Cultură
RDA!Policy!Statement!!and!Guidelines!
for!Philippine!Libraries!(RPSGPL)!:!an!
Introduction
Mila!M.!Ramos
Head!Librarian,!Center!for!Agriculture!&!Rural!Development!MRI
Development!Institute
Online!Research!Librarian,!Consumer!Centre!(Toronto)
Coverage
!
!
!
!
The!RDA!Toolkit:!background!and!features
Adoption!of!RDA!in!Local!Libraries!
The!National!Committee!on!RDA!(NCRDA)
NCCA"NCLIS/PAARL/NCRDA!Collaboration!in!
Capacity!Building!for!RDA!Readiness
RDA!Policy!Statement!and!Guidelines!for!Philippine!
Libraries!:!General!cataloging!policies
9/9/2014
9/9/2014
The!RDA!Toolkit!is!the!resource!to!help!you!
transition!from!AACR2!to!RDAthe!new,!unified!
standard!for!resource!description!and!access,!
designed!for!the!digital!world!and!an!expanding!
universe!of!metadata!users.!
Source:!http://www.rdatoolkit.org/
RDA!is!a!content standard
Not a!display standard!like!
AACR2
AACR2!carries!
appendix!D!for!ISBD!
and!appendix!E!for!
AACR2!style!for!
access!point!
Source:!Tillett,!B.!Background!and!structure!of!
RDA.!!Lecture!!Training!the!Trainors Workshop,!
Manila,!2013
9/9/2014
RDA!!is!based!on!IFLAs!international!
models!and!principles
"
"
"
"
"
Functional!Requirements!for!Bibliographic!Records (FRBR;!
1998)
Functional!Requirements!for!Authority!Data (FRAD; 2009)
Statement!of!International!Cataloguing!Principles (ICP;!2009)
International!!Standard!!for!Bibliographic!Description!(ISBD;!
2011!consolidated!ed.)
Functional!Requirements!for!Subject!Authority!Data!(FRSAD
2010)! will!be!added!to!RDA!in!the!future
bibliographic!data!
more!international
authority!data!
! beyond!Anglo"American
! instructions!made!consistent!and!easy!to!use!by!many!
cultural,!religious,!national!communities!for!example,!
options!for!the!use!of!other!languages,!scripts,!
calendars,!numeric!systems
Source: RDA: a quick introduction / Chris Oliver
9/9/2014
RDA!data!is!appropriate!for!the!web!environment
! visible!in!the!web
! compatible!with!metadata!standards!of!other!
resource!description!communities
not!just!confined!to!library!databases
! may!be!used!by!other!fields/databases!as!!well
! for!example,!instructions!for!archival!resources
Source:!Oliver,!C.!2011.!!RDA:!a!quick!introduction.!!PowerPoint!presentation.!Feb!2.!
http://rdaincanada.wikispaces.com/file/view/ola_rda_oliver_2011feb.pptx
!
!
With!the!evolution!of!IT,!library!catalogs!and!
cataloging!are!major!areas!that!need!change
AACR2s!latest!ed.,!which!came!out!in!1978,!is!no!
longer!able!to!deal!with!formats!other!than!books
Users!have!different!expectations.!!They!prefer!
search!engines!or!mobile!apps!rather!than!OPACs.
Multiple!metadata!standards
Believed!to!position!libraries!!better!in!the!digital!age
9/9/2014
RDA!!is!user" and!task"focused;!
facilitates!resource!discovery!!!!!!!!
Cataloger
User
Find
Identify
Select and!
Obtain!
Resource Discovery
Find! Get!hits!or!results!using!our!search!parameters
Identify! Evaluate!search!results!to!confirm!that!hits!
are!indeed!useful!in!order!to
Select! opt!for!the!ones!that!best!meet!the!search!
criteria!(e.g.!understandable!language!translation)!
Obtain! Access!and!read/use!the!most!appropriate!
materials!
9/9/2014
Background!of!RDA
1997!" International!Conference!on!the!Principles!&!
Future!Development!of!AACR!held!in!Toronto!!
Who!is!responsible!for!RDA?
"
The!Joint!Steering!Committee!(JSC)!for!the!Development!of!RDA!is!
responsible!for!the!content!of!RDA.!!It!consists!of!representatives!
from:!!
The!American!Library!Association
CILIP:!Chartered!Institute!!
The!Australian!Committee!on!
of!Library!and!Information
Cataloguing!
Professionals
The!British!Library!
Deutsche!Nationalbibliothek (joined!!
The!Canadian!Committee!on!Cataloguing
in!2012)
The!Library!of!Congress
The!current!Chair!of!JSC!is!Dr.!Barbara!Tillett.!
Source:!http://www.rda"jsc.org/!
9/9/2014
is!maintained!and!
published!by:
! The!American!Library!Association,!Canadian!
Library!Association,!and!Facet!Publishing,!the!
publishing!arm!of!CILIP!(Chartered!Institute!of!
Library!and!Information!Professionals)!
! ALA!Publishing!is!responsible!for!the!day"to"day!
management!and!development!of!RDA!Toolkit.
Source:!!http://www.rdatoolkit.org/FAQ
RDA!comes!in!two!formats
Electronic
or online
format
Print
format
9/9/2014
http://www.rdatoolkit.org/pricing
9/9/2014
RDA!Structure!
arrangement!is!not!by!class!of!materials:!!no!
separate!chapters!for!books,!printed!music,!
etc.
" carries!principles!applicable!to!all!formats
" organized!around!goals!or!tasks!to!help!users!!
identify and!relate (from!FRBR/FRAD!user!
tasks!and!ICP)
"
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Outline of RDA
General!Introduction
! Two!Main!Parts!(10!sections):!
1.!Recording!attributes!(4!sections:!Chapters!1"16)
2.!Recording!relationships!(6!sections!:!Chapters!17"
37)
!There!are!General!instructions!for!every!section
! Chapters!are!associated!with!a!user!task
!
RDA!is!not!to!be!read!line!by!line
"
"
It!is!an!online!tool,!which!allows:
! Jumping!!in!via!keyword!searches
! Going!directly!to!elements!from!Table!of!
Contents!(ToC)!pane
! Following!links
Duplication!of!content!(needed!for!context)!is!
necessary!to!serve!catalogers!who!will!arrive!at!
that!content!in!different!ways.
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Contents!of!the!RDA!Toolkit!(2)
Mappings!of!RDA!to!different!schemas,!
including!MARC!21.
" Two!views!of!RDA!contentby!table!of!
contents!and!by!element!set
" Full!text!of!AACR2
" Library!of!Congress!Policy!Statements!(LCPS)
"
12
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Appendices
A: Capitalization
B: Abbreviations
C: Initial Articles
D: Record Syntaxes for Descriptive Data
E: Record Syntaxes for Access Point Control
F: Additional Instructions on Names of Persons
Appendices!(2)
G:!Titles!of!Nobility,!Terms!of!Rank,!Etc.!
H:!Dates!in!the!Christian!Calendar!
I!:!Relationship!Designators:!Relationships!between!
a!Resource!and!Persons,!Families,!and!Corporate!
Bodies!Associated!with!the!Resource!
J:!Relationship!Designators:!Relationships!between!
Works,!Expressions,!Manifestations,!and!Items
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Appendices (3)
K. Relationship Designators: Relationships between
Persons, Families, and Corporate Bodies
L. Relationship Designators: Relationships Between
Concepts, Objects, Events, and Places
Glossary
Index
RDA Update History
Sample!Page!from!the!RDA!Toolkit
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Differences!between!AACR2!and!
RDA!:!1.Terminology!
AACR2
Catalog!an!item
Heading
Main!entry
Added!entry
Uniform!title
RDA
Catalog a resource
Access point
Primary access point
Secondary access point
Citation access point:
-for a work
-for an expression
- for a manifestation
Differences!between!AACR2!and!
RDA!:!1.Terminology!(2)
RDA
AACR2
author,!composer,!etc!
uniform!title!
See!reference!
See!also!reference!
Creator!
1)!preferred!title!(+!other!information!to!
differentiate);
(2)!conventional!collective!title
variant!access!point!
authorized!access!point!for!related!entity!
Physical!description!
carrier!description!
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Differences!!2.!Transcription!of!mispelled
words
AACR2!and!RDA!both!record!mispelled terms!as!they!
appear!on!the!material!being!cataloged
AACR!2!uses![sic]!to!signify!
error!detected:!
RDA!does!not!use![sic]!but!gives!a!
note!showing!the!correct!term!
to!use:
245!$a!Healthy!vegtable recipes!
for!your!heart!!/
246!$i Corrected!title:!$a!Healthy!
vegetable!recipes!for!your!heart
Differences!!3.!Statement!of!responsibility! Multiple!
Authors!(more!than!3)
AACR2
1st named author is given
followed by [et al.]
245 $a Healthy vegtable
[sic] recipes for your
heart / $c by Margaret
Norton [et al.].
RDA
All!the!names!are!given!or!the!first!
named!author!plus![and!___!
others]
245!$a!Healthy!vegtable recipes!for!
your!heart!/!$c!by!Margaret!Norton,!
Leslie!David,!Robert!McCloud,!and!
Katherine!Boone!!!!!!!!!!!!!!!!!!or
245!$a!Healthy!vegtable recipes!for!
your!heart!/!$c!by!Margaret!Norton!
[and!three!others]
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Differences!!4.!!Abbreviations!!in!edition!
statement;!imprint;!description
!
AACR 2 record
RDA record
250!$a!1st!ed.,!rev.!and!enl. 250!$a!First!edition,!revised!and!enlarged.
260!$a!Pittsburgh,!Pennsylvania!:!$b!
260!$a.!:!$b!Healthy!Living!
Healthy!Living!Publishing!Company,!$c!
Pub.!Co.,!$c!2010.
2010.
300!$a!188!p.!:!$b!ill.,!
300!$a!188!pages!:!$b!illustrations,!
photos.!(some!col.)!;!$c!
photographs!(some!color)!;!$c!26!cm
26!cm.
RDA!does!not!use!abbreviations!except!when!the!abbreviation!
appears!on!the!main!source!of!information!then!we!copy!the!
abbreviation!as!written.
Differences!.(4a)!Latin!abbreviations
!
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Differences!.!5.!Uniform!Title:!Example:!Book!
of!Matthew!(Bible)
AACR2
!
130 $a!Bible.!$p!N.T.!$p!Matthew.!$l!English.!$s!Authorized.!$f!1999.
! 245 $a!The!Gospel!according!to!Matthew!:!$b!authorized!King!James!version!/!$c!
with!an!introduction!by!Francisco!Goldman.
! 260 $a!New!York!:!$b!Grove!Press,!$c!c1999.
! 300 $a!xvi,!78!p.!:!$c!15!cm.
RDA
! 130 $a!Bible.!$p!Matthew.!$l!English.!$s!Authorized.!$f!1999.
! 245 $a!The!Gospel!according!to!Matthew!:!$b!authorized!King!James!version!/!$c!
with!an!introduction!by!Francisco!Goldman.
! 260 $a!New!York!:!$b!Grove!Press,!$c![1999]!1999.
! 300 $a!xvi,!78!pages :!$c!15!cm.
Name!of!the!testament!is!no!longer!recorded!!in!RDA
The List!of!changes!to!AACR2!instructions!is!available!
at!the!JSC!website:
http://www.rda"jsc.org/docs/5sec7rev.pdf
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The!RDA!Policy!Statement!!and!
Guidelines!for!Philippine!
Libraries!(RPSGPL)
What!led!to!the!adoption!of!RDA!in!
local!libraries?!BFL!Initiative
The!Professional!Regulatory!Board!for!Librarians!
(BFL)issued!Resolution!no.!1,!Series!of!2012,!entitled:!
Prescription!and!Adoption!of!International!Cataloging!
Principles!and!Resource!Description!and!Access!(RDA)!
as!the!Technical!Standards!for!Organizing!Resources,!
Items,!and!Objects!for!Philippine!Libraries.!!This!paved!
the!way!for!the!adoption!of!RDA!as!a!cataloging!
standard!in!Philippine!libraries.
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What!led!to!the!adoption!of!RDA!in!Local!
Libraries?!" 1st Salon!on!RDA
!
The!Director!of!the!National!Library!of!the!
Philippines,!Atty.!Antonio!Santos,!!spearheaded!the!
1st Salon!on!RDA,!which!was!held!on!July!23,!2012!at!
the!National!Library.!
The!general!objective!was!to!harmonize,!streamline,!
and!simplify!knowledge!on!matters!pertaining!to!
RDA.
What!led!to!the!Adoption!of!RDA!in!Local!
Libraries?!" 1st Salon!on!RDA!(2)
The!specific!objectives!were:
! to!!provide!a!venue!and!to!share!knowledge!
on!RDA;!
! to!examine!the!impact!of!RDA!on!local!
catalogers;
! to!come!up!with!a!timetable!for!the!
implementation!of!RDA!in!the!Philippines
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Composition!of!the!!National!Committee!
on!RDA!(NCRDA)
The!NCRDA!was!created!during!the!1st Salon!on!RDA,!
and!!is!composed!of!:!
Chair
:!Prof.!Ruben!Marasigan,!PNU
Co"Chairs :!Hon.!Corazon!M.!Nera,!former!BFL!Chair
Prof.!Rodolfo!Tarlit,!UP!Diliman
!
!
!
Helen!C.!De!Castro!!
Geraldine!De!Leon!!!!Adamson!U!!
Bernadette!Velasco
Ana!Maria!Fresnido DLSU
Annabelle!Aliwalas Manila
Sonia!M.!Gementiza " DLSU!
Dasmarias
Estrella S.!Majuelo
Narcelita Lane!T.!Olamit UST
Susan!O.Pador ADMU
!
!
!
Teresita C.!Moran!!!!!!!!!!!FEU
Jacquelyn!Joy!L.!Llave
Mila!M.!Ramos! Former!BFL!Member,!
Cataloging Consultant
Secretariat!(NLP!Staff)
! Arlene S. de Castro
! Chona F. San Pedro
! Narissa C. Young
! Romnick Henric Henry M. Gayanilo
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NCCA"NCLIS/PAARL/NCRDA!!Collaboration!in!
Capacity!Building!for!RDA!Readiness
!
A!Training!the!Trainors Workshop!was!organized!at!
the!De!La!Salle!University!Learning!Commons!on!!
April!3"5,!2013!with!no!less!than!Dr.!Barbara!Tillett,!
Chair!of!the!Joint!Steering!Committee!for!the!
Development!of!RDA,!as!resource!person.!
More!than!60!participants!committed!themselves!to!
echo!the!RDA!training!in!their!respective!institutions!
via!a!Memorandum!of!Agreement.
NCCA"NCLIS/PAARL/NCRDA!!Collaboration!in!
Capacity!Building!for!RDA!Readiness!!(2)
!
3!Training!Workshops!on!RDA!were!conducted!to!reach!out!to!
Librarians!in!the!3!major!islands!of!the!country:!!Lyceum!of!
Cavite!in!Luzon,!Montebello!Villa!Hotel,!Cebu!City,!in!the!
Visayas,!and!Grand!Men!Sheng Hotel,!Davao!City!in!
Mindanao.
NCRDA!experts!served!as!resource!persons!in!the!training!
workshops!organized!by!PAARL.
A!good!number!of!local!librarians!received!training!and!have!
since!!started!using!RDA!in!mid"2013
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RPSGPL:!Beginnings
Aside!from!capacity!building,!one!of!the!major!
objectives!of!the!NCRDA!is!to!come!up!with!a!Policy!
Statement!on!Cataloging!and!the!Use!of!RDA!in!
Philippine!Libraries.
!
Policy!is!defined!as!the!set!of!basic!principles!
and associated guidelines,!formulated!and enforced by!
the!governing!body!of!an organization,!to!direct!and!
limit!its actions in!pursuit!of long"term goals.
!
(Source:!http://www.businessdictionary.com/definition/policy.html)
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RPSGPL!Goal
The!RPSGPL,!therefore,!aims!to!set!forth!!the!general!
principles!!and!guidelines!to!help!(but!not!to!limit)!the!
Filipino!cataloger in!achieving!his/her!goal!of!effectively!
linking!information!with!users.
!
As!every!library!is!expected!to!formulate!its!own!
cataloging policy,!a!certain!level!of!flexibility!!is!allowed,!
depending!on!!specific!needs.!IN!DOUBTFUL!SITUATIONS,!
THE!CATALOGERS!JUDGMENT!WILL!PREVAIL.
!
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NCRDA!members!looked!closely!into!the!various!RDA!
elements!and!how!authoritative!libraries!deal!with!
them
The!benchmark!libraries!are!:!the!US!Library!of!
Congress,!National!Library!of!Australia,!and!that!of!
Library!and!Archives,!Canada
After!examination!of!the!RDA!elements!and!!
prolonged!discussion!and!brainstorming!the!RPSGP!
came!to!be
RPSGPL Contents
!
general!policies!and!guidelines!that!cover!basic!
elements!in!the!bibliographic!record!to!be!
adopted!in!local!libraries!!
"specific!rules!are!found!in!the!RDA!Tool!Kit!or!
the!RDA!print.
Examples!of!RDA!elements;!!others!may!be!
consulted!at!the!RDA!web!site!at!this!link!!
http://www.rdatoolkit.org/sites/default/files/6jsc_rda_complete_example_bibliographic_apr0913_rev.pdf!
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Introduction
!
Cataloging!is!a!very!vital!and!critical!aspect!of!Library!and!
Information!Science.!!This!highly!technical!operation!makes!
the!life!of!an!information!seeker!easier!through!the!timely!
production!of!effective!information!searching!and!retrieval!
tools.
Librarians!in!the!Philippines!are!committed!to!the!creation!
and!management!of!searchable!and!reliable!electronic!
databases/catalogs,!carrying!high!quality,!internationally!
accepted!bibliographic!records,!through!systematic!and!
effective!cataloging!and!classification.
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I.!General!Cataloging
Policies!
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I.2.!Policy!Statement!on!Standards
I.2.a.!Catalogers!shall!be!familiar!with!and!shall!be!capable!
of!utilizing!the!latest!internationally!accepted!standards!
for!cataloging!such!as!Resource!Description!and!Access!
(RDA),!Library!of!Congress!Subject!Headings!(LCSH),!!
Sears!List!of!Subject!Headings,!Library!of!Congress!
Classification,!Dewey!Decimal!Classification,!MARC21,!
etc.
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1.2.!!Policy!Statement!on!Standards!(2)
I.2.b.!For!copy!cataloging,!!catalogers!shall!use!
internationally"recognized!authoritative!Online!Public!
Access!Catalogs!(OPACs),!such!as!those!of!the!Library!of!
Congress,!the!British!Library,!National!Library!of!
Australia,!Library!and!Archives!Canada,!OCLC!WorldCat,!
the!online!catalogs!of!the!National!Library!of!the!
Philippines,!Ateneo de!Manila!University,!De!La!Salle!
University,!Far!Eastern!University,!!University!of!the!
Philippines,!etc.!for!copying!metadata.
I.2.!!Policy!Statement!on!Standards!(3)
I.2.c.!Consistent!access!for!users!shall!be!provided!through!
authority!control.!!Catalogers shall!refer!to!standard!
authority!files!such!as,!but!not!limited!to!the!Library!of!
Congress!Authorities!(http://authorities.loc.gov/)!,!
Corazon!Lims!!Filipino!authors'!name!in!AACR2!headings,
to!establish!a!single!preferred!form!for!personal,!corporate!
and!meeting!names,!uniform!and!series!titles,!and!subject!
and!geographic!headings.
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1.2.!Policy!Statement!on!Standards!(4)
!
I.2.d.!Each!Library!shall!develop!and!maintain!
its!own!Authority!Files!which!embody!derived!
authority!records!and!those!created!by!local!
catalogers.!!!Content!of!authority!records!will!
be!determined!by!policies!of!individual!
libraries
I.3. Language
The!cataloger!shall!use!American!English!in!
cataloging!library!resources.
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Comments,!please.!!Thank!you.
The!specific!RDA!guidelines!will!be!
discussed!by!the!other!resource!persons.
References
Joint!Steering!Committee!for!the!Development!of!RDA.!2012.!
http://www.rda"jsc.org/
OCLC. 2012.!!About!RDA.!http://www.oclc.org/uk/en/rda/about.htm
Oliver,!C.!!2011.!RDA:!a!quick!introduction.!!PowerPoint!presentation.!Feb!2.!
http://rdaincanada.wikispaces.com/file/view/ola_rda_oliver_2011feb.pptx
RDA!Tool!kit:!Resource!Description!and!Access.!2012.!
http://www.rdatoolkit.org/
Tillett,!B.!!2013.!!RDA!background!and!structure.!!PowerPoint!
presentation!RDA!Training!the!Trainors Workshop,!Manila.!
32