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2: Getting started. Is this a serial? Mode of issuance Which issue should I use? Basis for identification of the resource What sources within this issue? Preferred sources of information. 1. OCLC guidelines. OCLC policy statement on RDA cataloging in WorldCat:

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2 getting started
2: Getting started

Is this a serial?

Mode of issuance

Which issue should I use?

Basis for identification of the resource

What sources within this issue?

Preferred sources of information


Oclc guidelines
OCLC guidelines

OCLC policy statement on RDA cataloging in WorldCat:

http://www.oclc.org/en-US/rda/new-policy.html(3/31/13- )

AACR2 records may be converted to RDA

Neverconvert an RDA record to an AACR2 record

Okay to add some RDA elements to AACR2 records


Pcc guidelines
PCC guidelines

  • Enhancing & Editing RDA Serial Recordshttp://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/Serial-RDA.doc

  • PCC Guidelines for Enhancing & Editing non-RDA Serial Records


  • Enhancing & Editing RDA Integrating Resource Recordshttp://www.loc.gov/aba/pcc/rda/PCC%20RDA%20guidelines/IR-RDA.doc

  • Guidelines for creating a hybrid record from a pre-RDA record for Integrating Resources



Is it a serial
Is it a serial?

RDA 2.13 (also: LC/PCC PS for RDA 0.0)

Same definition as in AACR2

Successive parts

Usually bears numbering

No predetermined conclusion

Do not assume “once a serial always a serial”


Serial in print format
Serial in print format

International Directory



1st ed

Wisconsin Primate Research Center

Madison, Wis.


Database in online format
Database in online format

International Directory of Primatology

About IDP

Search IDP

Create or revise an entry

Table of Contents


Field studies

Primate info net

Wisconsin Regional Primate Research Center

Part of…


Basis for identification of the resource
Basis for identification of the resource

If issues or parts are sequentially numbered, use the lowest numbered issue or part available

If issues are unnumbered or not sequentially numbered, use the issue or part with the earliest date of issue

CONSER will continue to use the phrase “Description based on”




Preferred source one or more pages leaves etc or images 2 2 2 2
Preferred source: one or more pages, leaves, etc.; or images (

Title page

If there is none, use the first of the following (or images of them) that bears a title:





If none of these have a title, use another source within the resource, giving preference to sources where information is formally presented




Preferred source other resources 2 2 2 4
Preferred source – other resources(

  • Permanently affixed label (e.g., label on a CD)


  • “Embedded metadata in textual form that contains a title” (e.g., metadata embedded in an MP3 audio file)

  • Failing these: Prefer sources that formally present the data


Source of description 2 20 2 3
Source of Description (

Always provide:

  • 588 description based on note

  • Source of title with 588 combined with description based on note

  • 588 Latest issue consulted note


Source of description 2 20 2 31
Source of Description (

588 ## $a Description based on: Volume 1, Number 4 (April 2008); title from masthead.

588 ## $a Latest issue consulted: Volume 2, Number 3 (March 2009).


588 ## $a Description based on: June 2012; title from PDF title page (publisher’s Web site, viewed September 12, 2012).

588 ## $a Description based on: Volume 10, Number 11, published 2013.


Retrospective cataloging 2 2 2
Retrospective cataloging (2.2.2)

“Serial Retrospective Exception” LC-PCC PS 2.2.2

  • Use stable title, even if from a less-preferred source

  • Consider that a serial lacks title page if the title page is added to or dropped from issues



  • RDA decision-making process same as AACR2:

    • Determine that the resource is a serial

    • Use first or earliest available issue

    • Prefer sources of information as instructed

  • Provide information about your cataloging:

    • Issue used

    • Source of title

    • Latest issue consulted

    • Provider and date viewed (for online serials)