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NCSU Libraries is happy to provide open accessibility to our Resource Description & Access (RDA) test materials. While our goal is to make as many materials as open as possible, visitors should note that they may find occasional pages restricted throughout this site (logins, staff information, etc.).  Please also note that this is a living documentation site for NCSU catalogers and will change and grow as we proceed.  All decisions apply only to the US RDA Test period.  We have set nothing in stone and our RDA documentation is quite a moving target.  NCSU Libraries will make implementation decisions based on testing results and in conjunction with the community nationally.  We are happy for feedback on this site.  Please email Erin Stalberg, Head Metadata & Cataloging, NCSU Libraries.


Table of Contents


RDA Toolkit


NCSU Local RDA Test Participant Information

  • [NCSU RDA Test Statistics]
  • RDA Test Common Set Workflow
    1. Find your [NCSU Tester ID]
    2. Find your [NCSU Common Set Cataloging Record Assignment]
    3. Find your assigned record on the chart: [US RDA Test Common and Copy Set Surrogates]
    4. Catalog your title in RDA or AACR2, as assigned
    5. [Complete a US RDA Test Survey] (either Common Original Set or Common Copy Set, as appropriate)
    6. Complete the NCSU RDA Test Form
  • RDA Test Extra Set Workflow
    1. Find your [NCSU Tester ID]
    2. Catalog in RDA anything (and everything) you find in your normal day-to-day world needing original cataloging.  You may also upgrade copy that meets our criteria for upgrade to RDA (see policies below)
    3. [Complete a US RDA Test Survey] (either Extra Original Set or Extra Copy Set, as appropriate)
    4. Complete the NCSU RDA Test Form
  • RDA Test Non-MARC Workflow
    1. Find your [NCSU Tester ID]
    2. Follow the instructions at: [RDA Test Non-MARC Workflow]
    3. [Complete a US RDA Test Survey] for the Extra Copy Set
      (we are treating these as upgraded copy)
    4. Complete the NCSU RDA Test Form 
      (under Format Cataloged and under Item Type choose "non-MARC")
  • OCLC Information for the Test
    • [OCLC Macros for Creating 33X fields in RDA Records]
    • [OCLC Connexion Common Original Set Temporary Authorization]
    • [Creating RDA Institution Records|^CreatingRDAInstitutionRecords.PDF] (RDA Testing Partners Document)
    • [Creating Institutional Records for US RDA Test Common Set Resources]
  • [MNC:RDA Test Survey Summary]
  • [Overall Instructions for the RDA Test|^Test instructions dlb edit3 29sept10.doc] (Testing Partners US RDA Test documentation)

NCSU Local Policy & Procedures

  • [336-338 fields]
  • [Authority Work for the RDA Test Period]
  • [MNC:Kindle eBook Cataloging for the RDA Test]
  • [Policy on Upgrading Monographic Records to RDA during the RDA Test Period]
  • [Policy on Upgrading Serial and Integrating Resource Records to RDA During the RDA Test Period] - Updated 7 Oct. 2010
  • [Relationship Designators (Relator Terms)]
  • [Rule of 3]
  • [MNC:Supplying the Date of Publication for Single Part Monographs]

Questions, Clarifications, and Curiosities

  • [MNC:Constructing RDA Authorized Access Points for Persons]
  • [MNC:Creator vs Collaborator]
  • [Encoding the Date of Publication for Single Part Monographs]
  • [MNC:Instructions in AACR2 but not in RDA]
  • [ISBD full stop]
  • [Noun phrases occurring with a statement of responsibility]
  • [Relationship designator term encoding practice (MARC 100-111 & 700-711, subfields e and j)]
  • [Relationship designator phrase encoding practice (MARC 700-730, subfield i)]
  • [Should I include a 300 field for an incomplete print serial?]
  • [System Details Note (MARC 538) in RDA]
  • [Which MARC fields are transcribed?]

NCSU RDA Test Workflows

  • [Constructing RDA Authorized Access Points for Persons and Corporate Bodies Workflow]
  • [Multipart Monograph Workflow]
  • [Single Part Monograph Workflow]
  • [Continuing Resource Workflow] - updated 8 Oct. 2010

NCSU RDA Test Workforms

Monographic Formats

  • [CD sound recording workform|^NCSU CD sound recording workform.docx]
  • [CDROM book workform|^NCSU CDROM book workform.docx]
  • [CDROM computer file workform|^NCSU CDROM computer file workform.docx]
  • [DVD workform|^NCSU DVD workform.docx]
  • [eBook workform|^NCSU ebook workform.docx] (with Provider-Neutral adaptations)
  • [Kindle eBook workform|^NCSU kindle ebook workform.docx] (with Provider-Neutral adapations and NCSU Local Kindle eBook Provider-Specific instructions)
  • [Single or multipart monograph workform|^ncsu single multipart monograph workform.doc]
  • [Streaming video workform|^NCSU streaming video workform.docx]

Continuing & Integrating Resource Formats

  • [Print serial workform|^NCSU print serial workform.doc] - Updated 23 Sept. 2010
  • [Online serial workform|^NCSU online serial workform.doc] - Updated 23 Sept. 2010
  • [Print integrating resource workform|^NCSU print integrating resource workform.docx] - Updated 23 Sept. 2010
  • [Online integrating resource workform|^NCSU online integrating resource workform.docx] - Updated 23 Sept. 2010

NCSU RDA Test Practice Record Electronic Surrogates & RDA MARC 21 Test Record Examples

Monographic Formats

  • [Audiobook MARC21 RDA Record Example|^audiobook-1-marc21-rda-example.pdf]
    (Lives of girls and women by Alice Munro)
  • [CD Sound Recording MARC21 RDA Record Example|^CD-sound-recording-1-marc21-rda-example.pdf]
    (219 days by Kalan Porter)
  • [CDROM MARC21 RDA Record Example|^cdrom-computerfile-1-marc21-rda-example.pdf]
    (Destructive turf insects: the grubs by Lawn & Landscape Media Group)
  • [DVD #1 Electronic Surrogate|^DVD-1-Emma-surrogate.pdf]
    (Emma, 1996 -- Feature film)
  • [DVD #1 MARC21 RDA Record Example|^DVD-1-Emma-MARC21-RDA-Record.pdf]
    (Emma, 1996 -- Feature Film)
  • [DVD #2 Electronic Surrogate|^DVD-2-BlackAdder-surrogate.pdf]
    (Black Adder: The Complete Collector's Set -- Television Program)
  • [DVD #2 MARC21 RDA Record Example|^DVD-2-Black Adder-MARC21-RDA-Record.pdf]
    (Black Adder: The Complete Collector's Set -- Television Program)
  • [DVD #3 Electronic Surrogate|^DVD-3-LegacyofFire-surrogate.pdf]
    (Legacy of fire: the story of the Tillamook Burn -- Documentary)
  • [DVD #3 MARC21 RDA Record Example|^DVD-3-LegacyofFire-MARC21-RDA-Record.pdf]
    (Legacy of fire: the story of the Tillamook Burn -- Documentary)
  • [eBook #1 MARC21 RDA Record Example|^ebook1-marc21-rda-example.pdf]
    (Embedded Linux primer by Christopher Hallinan -- RDA ebook record derived from print AACR2 with Provider-Neutral Guidelines applied)
  • [Kindle eBook #1 MARC21 RDA Record Example|^ebook2-kindle1-marc21-rda-example.pdf]
    (With Provider-Neutral adapations and NCSU Local Kindle eBook Provider-Specific instructions)
  • [Multipart Monograph #1 Electronic Surrogate|^Multi-part-monograph-1-surrogate.pdf]
    (Intellectual property and business edited by Stephen E. Margolis and Craig M. Newmark)
  • [Multipart Monograph #1 MARC21 RDA Record Example|^Multipart-monograph-1-marc21-rda-example.pdf]
    (Intellectual property and business edited by Stephen E. Margolis and Craig M. Newmark)
  • [Multipart Monograph #2 Electronic Surrogate|^Multi-part-monograph-2-surrogate.pdf]
    (Mass trauma and emotional healing around the world edited by Ani Kalayjian and Dominique Eugene)
  • [Multipart Monograph #2 MARC21 RDA Record Example|^Multipart-monograph-2-marc21-rda-example.pdf]
    (Mass trauma and emotional healing around the world edited by Ani Kalayjian and Dominique Eugene)
  • [Single Part Monograph #1 Electronic Surrogate|^Single part monograph #1 surrogate.pdf]
    (Food security in India by Dr. Anshu)
  • [Single Part Monograph #1 MARC21 RDA Record Example|^single part monograph #1 MARC21 RDA.pdf]
    (Food security in India by Dr. Anshu)
  • [Single Part Monograph #2 Electronic Surrogate|^Single part monograph #2 surrogate.pdf]
    (The blog by Enrique Martínez Celaya)
  • [Single Part Monograph #2 MARC21 RDA Record Example|^single part monograph #2 MARC21 RDA.pdf]
    (The blog by Enrique Martínez Celaya)
  • [Streaming Video #1 MARC21 RDA Record Example|^StreamingVideo-1-MARC21-RDA-Record.pdf]
    (For whom the bell tolls: the Spanish Civil War)

Continuing & Integrating Resource Formats

  • Printed textual serial
    [Avian Biology Research - practice example|^Print Serial 1 for RDA Practice.pdf]
    [Avian Biology Research - practice answers|^NCSU print serial #1.doc]
    [India Media Studies Journal - practice example|^Print Serial #2 for RDA Practice.pdf]
    [India Media Studies Journal - practice answers|^NCSU print serial #2.docx]
    [CNR - practice example|^Print Serial #3 for RDA practice.pdf]
    [CNR - practice answers|^NCSU print serial #3.pdf]
  • Online textual serial
    Energy and the Earth : Research - practice example: see http://www.mines.edu/energyandtheearth
    [Energy and the Earth : Research - practice answers|^NCSU online serial #1.docx]

Other Institution MARC21 RDA Record Examples

  • [LC AACR2 to RDA Book Examples|^LC AACR2 RDA Book Examples.doc]
  • [LC AACR2 to RDA GMD Examples|^LC AACR2 RDA GMD Examples.doc]
  • [LC AACR2 to RDA Language & Expression Examples|^LC AACR2 RDA Language Expression Examples.doc]
  • [LC AACR2 to RDA Publication Statement Examples|^LC AACR2 RDA Publication Examples.doc]
  • [LC AACR2 to RDA Statement of Responsibility Examples|^LC AACR2 RDA Responsibility Examples.doc]
  • University of Chicago MARC21 RDA Examples

  • Search LC examples in the LC catalog:
    • From the home page, left click BASIC SEARCH
    • In the SEARCH TEXT box, type: 040e rda
    • Left click EXPERT SEARCH in the SEARCH TYPE box.
    • Left click BEGIN SEARCH button.
    • To view a record, left click any title.
    • You will be taken to the BRIEF RECORD display. 
    • To see the full MARC record, left click MARC TAGS tab.
    • (instructions courtesy of J. McRee (Mac) Elrod, on RDA-L, October 20, 2010)
  • Search examples in OCLC:
    • Use "dx:rda" in the command line which searches the 040 $e.  Because there are now several thousand RDA records available, you'll also need to combine that with other search criteria (year or material type, for example).

NCSU RDA Training Documentation

  • [NCSU RDA Training FAQ]

PowerPoint Presentations:

  • [FRBR and Entity Relationships|^FRBR and Entity Relationships.ppt]
  • [NCSU RDA Training Day 1|^NCSU RDA Training Day 1.pptx]
  • [NCSU RDA Training Day 2|^NCSU RDA Training Day 2.pptx]
  • [NCSU RDA Training Day 3|^NCSU RDA Training Day 3.pptx]

Training Documents:

  • [NCSU RDA Training Schedule|^NCSU RDA Training Outline.docx]
  • [NCSU RDA Binder Cover|^Adding RDA elements to OCLC records.doc]

NCSU RDA Presentations

  • [RDA: A Practitioner’s Approach to Staff Training and Testing|^lyrasis-2011-01-20-Stalberg.ppt]
    Erin Stalberg, [Lyrasis Ideas and Insights|http://www.lyrasis.org/?sc_itemid=
    Unknown macro: {55F3E39A-FF32-4616-A8F0-254F3740F9EA}
    ], Technical Services Efficiencies, Now and into the Future!January 20, 2011, Topeka and Shawnee County Public Library, Topeka KS
  • [RDA: A Practitioner’s Approach to Staff Training and Testing|^lyrasis-2010-11-12-Stalberg.ppt]
    Erin Stalberg, [Lyrasis Ideas and Insights|http://www.lyrasis.org/?sc_itemid=
    Unknown macro: {F5F623FC-508D-4634-9704-B93B8DD07B10}
    ], Technical Services Efficiencies, Now and into the Future!November 12, 2010, Holy Cross College, Worchester, MA

External Documentation

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