Printable PDF version (non-accessible)
Resources
This is not an exhaustive checklist. Here are some places you can get further information.
- Original RDA Toolkit (subscription required): RDA Toolkit
- SHARE Policy on Sound Recordings: Sound Recordings | SHARE
- MARC 21 for Bibliographic Records: MARC 21 Format for Bibliographic Data: Table of Contents (Network Development and MARC Standards Office, Library of Congress)
- OCLC’s Bibliographic Formats and Standards page: Bibliographic Formats and Standards - OCLC
Instructions
In Polaris Client: Place your cursor in the tag and the tag information will appear at the bottom of the record. Note: Tag information won’t display when record is maximized.
In Leap: Click the check box next to a tag and click the Edit tag button.
In Connexion: In the variable fields, right click anywhere in a field, and click on MARC Field Help. In the fixed field elements, click on the element name.
Note: Examples in this document show only some of the possibilities. See OCLC Bibliographic Formats and Standards or the MARC21 for Bibliographic Records website for more examples.
Edits to OCLC Records
Examples reflect spacing and display of subfields in OCLC record. Subfield a at the beginning of a field does not display in OCLC. Other subfields at the beginning of a field will display.
SHARE local practice requires the use of ISBD punctuation in all records imported to Polaris. Examples in this document will include full ISBD punctuation. OCLC records may or may not include ISBD punctuation.
*See checklist on Preloaded Audio Players for information on cataloging other audio formats.
040:
- Add subfield b with eng if not already present
- Add subfield e with rda when upgrading records to RDA
- ǂe comes before ǂc
Example: 040 _ _ IHI ǂb eng ǂe rda ǂc IHI
007:
- Add field if not present, or review to make sure codes are correct
- Multiple 007s are required if the record is describing more than one non-print format (i.e., audio recording and DVD)
- Recommend using the OCLC macro to add or edit
Example: 007 _ _ s ǂb d ǂd f ǂe s ǂf n ǂg g ǂh n ǂi n ǂj m ǂk m ǂl n ǂm e ǂn d
(audiobook on CD)
020: ISBN
- Record multiple ISBNs in separate 020 fields
- Do not include price information in subfield c. This is only for “terms of availability”
- Record qualifying information in ǂq, in parentheses
- 020 _ _ 9780743524815 ǂq (Disc 1)
020 _ _ 9780743524846 ǂq (Disc 2)
024: UPC
- Enter 12-digit UPC code from the container
- 1st indicator: 1
- 2nd indicator: blank, 0, or 1
Example: 024 1 _ 688321201827
028: Publisher number
- Enter publisher’s number in ǂa
- ǂb should match the entry in 264 ǂb
- 1st indicator: 0
- 2nd indicator: 1
Example: 028 0 1 CD 2018 ǂb Harper Audio
041: Language Code of Contents
- ǂd—language code of sung or spoken text
- ǂe—language code of libretto
- ǂg—language code of accompanying material other than libretto
- ǂh—language code of original
- Code 1st indicator as appropriate
- Multiple codes in one subfield should be split into separate subfields
Example 1: 041 1 _ ǂd eng ǂe eng ǂe fre ǂg eng ǂg fre ǂg spa ǂh fre
Sung in English; libretto in English and French; program notes in English, French, and Spanish; translated from original work in French.
Example 2: 041 1 _ ǂd eng ǂh spa
In English; originally in Spanish.
1XX:
- Authorized form of creator name, as established in an authority record; may not be the same as on the item
- Record first author (audiobooks), or first composer (music) named on preferred source
- Verify form of name and 1st indicator
- Add relator term(s) in ǂe as appropriate
Example:
100 1 _ Ludlum, Robert,ǂd 1927-2001, ǂe author.
On item: Robert Ludlum
245:
- 1st indicator: If 1XX field is present, 1; if no 1XX field, 0
- 100 1 _ Ludlum, Robert, ǂd 1927-2001, ǂe author.
245 1 4 The Ambler warning / ǂc Robert Ludlum.
- 2nd indicator: 0-9; tells the system to ignore non-filing characters and initial articles when searching, including initial articles in other languages. Includes the space between the article or character and the next word
- If there are no characters to be skipped, then the 2nd indicator is 0
- 245 1 0 April showers.
- 245 0 4 The time of day.
- 245 1 3 An alligator.
- 245 0 4 Les poissons.
- 245 0 8 The … travel guide.
- If there are no characters to be skipped, then the 2nd indicator is 0
- Title and statement of responsibility will come from the disc or cassette label (preferred source) or from the container of other source (i.e. website)
- If tittle comes from a source other than the item itself, record in square brackets
- If not title is available from any source, cataloger devises a title
- ǂh – not used in RDA; may be present in AACR or hybrid records; is being removed by OCLC
- Do not add to OCLC records; see below for SHARE local practice
246:
- Add as applicable
- Do not record initial articles
- Do not add ending punctuation that is not part of title
- See OCLC Bib formats for possible 1st and 2nd indicators
- 245 0 0 Heartland : ǂb an Appalachian anthology.
246 3 0 Appalachian anthology
250:
- Record edition statement as it appears on the item
- Always add edition statement to audiobook records for abridged or unabridged
- Multiple edition statements may be in separate 250 fields, or in one 250 separated by a comma
- 250 _ _ Abridged, Collector’s edition.
or
250 _ _ Abridged.
250 _ _ Collector’s edition.
- See below for local practice
- Add edition statement to records with 300 ǂe (accompanying material) to keep them from being incorrectly merged
- 250 _ _ Special edition, [with accompanying material].
264:
- May have multiple 264s with indicators for different functions (production, publication, distribution, manufacture, copyright)
- 1st indicator: blank, unless the record is for a serial
- 2nd indicator: 0-4
- 264 for Copyright Notice Date does not have ending punctuation
- Copyright symbol for recorded sound is ℗
- 264 ǂa: Transcribe place of publication as it appears on the item
- If a place name is entered in brackets, do not abbreviate. Spell out if abbreviated in the record
- If a record has “[S.l.]” or “[Place of publication not identified]”, enter a place if possible, even if only a country
- Note: Be sure to code the Ctry fixed field accordingly
- 264 ǂc: If a publication date is entered with dashes, or if the record has “[date of publication not identified]”, change to an estimated date or range of dates, in brackets. Include a question mark after the date(s) if applicable
- Note: Be sure to code the DtSt and Date fixed fields accordingly
300:
- Make sure physical description is complete and punctuation is correct
- When converting record to RDA, edit ǂa to change sound disc to audio disc
- ǂb may or may not be present with sound characteristics
- When converting record to RDA, spell out abbreviations
- Exceptions: Abbreviate inches as “in.” Abbreviate minutes as “min.” and hour(s) as “hr.”
- See checklist for Preloaded Audio Players for information on other formats
Example: 300 _ _ 2 audiocassettes (60 min. each) : ǂb analog.
33X:
- 336, 337, and 338 describe content, media, and carrier type
- Use OCLC macro or text string to add; otherwise, verify that information is correct
- Records describing more than one format of material should have appropriate 3XX fields for each format
- Add ǂ3 at the end of the field if the term applies to a specific component of the resource
- 336 _ _ text ǂb txt ǂ2 rdacontent ǂ3 container insert
Examples:
For musical sound recordings on CD:
336 _ _ performed music ǂb prm ǂ2 rdacontent
337 _ _ audio ǂb s ǂ2 rdamedia
338 _ _ audio disc ǂb sd ǂ2 rdacarrier
For nonmusical sound recordings on CD:
336 _ _ spoken word ǂb spw ǂ2 rdacontent
337 _ _ audio ǂb s ǂ2 rdamedia
338 _ _ audio disc ǂb sd ǂ2 rdacarrier
34X:
- Add fields as needed; record each term in a separate 34X field
- If multiple terms are present in one field, split into separate fields with appropriate code. Use terms from a controlled vocabulary when possible for consistency. Include ǂ2 with code for the thesaurus when using a term from a controlled RDA vocabulary.
- Links to each registry list may be found in the OCLC Bib formats entry for the field and subfield. This is not an exhaustive list.
- If a term does not come from a controlled vocabulary, omit ǂ2
- Add ǂ3 at the beginning of the field if the term applies to a specific component of the resource (i.e., the term applies only to the music CD in a resource with a music CD and DVD)
- 344 _ _ ǂ3 Music CD ǂh Dolby Digital 5.1
Example:
Before:
344 _ _ digital ǂb optical ǂg stereo ǂh Dolby Digital 2.0 ǂ2 rda
After:
344 _ _ digital ǂ2 rdatr
344 _ _ ǂb optical ǂ2 rdarm
344 _ _ ǂg stereo ǂ2 rdacpc
344 _ _ ǂh Dolby Digital 2.0
*In this example, the ǂh term is the only one not from a controlled vocabulary, so it does not include a ǂ2.
341:
- Use to describe alternative modes of access to primary or secondary content
- 1st indicator: blank, 0, or 1
- 2nd indicator: blank
- Use the following terms in ǂa
- Auditory; tactile; textual; visual
- Use the following terms in ǂb, ǂc, ǂd, or ǂe as appropriate
- Audio description, Braille, captions, sign language, transcript
- Omit ǂ2
Example: 341 1 _ auditory ǂe transcript
344: Sound characteristics
- Include even if info is recorded in 300 ǂb
Example:
344 _ _ digital ǂ2 rdatr
344 _ _ ǂb optical ǂ2 rdarm
344 _ _ ǂg stereo ǂ2 rdacpc
347: Digital file characteristics
- Including field type, encoding format, etc.
For CDs:
347 _ _ audio file ǂ2 rdaft
347 _ _ ǂb CD audio
For MP3s:
347 _ _ audio file ǂ2 rdaft
347 _ _ ǂb MP3
382: Medium of performance
- Include as appropriate
Example: 382 0 1 ǂb cello ǂa orchestra
383:
- Numeric designation of musical work, assigned by the composer, publisher, or musicologist; include as appropriate
Example: 383 _ _ ǂc RV423
490: Series statement
- Transcribe series statement directly as it appears on resource
- If series is untraced: 490 1st indicator is 0. Check the authority file! Traced series are sometimes incorrectly entered as untraced
- If series is traced: 490 1st indicator is 1. Field 800 or 830 must also be present with the authorized form of the series—may or may not be the same as the 490
- No ending punctuation on field 490; there is ending punctuation on 8XX fields
- Some series-like statements are recorded as a quoted note in field 500 rather than 490/8XX. Check the scope notes in the authority file!
Examples:
490 1 _ Brilliance Audio on compact disc
830 _ 0 Brilliance Audio on compact disc.
490 1 _ Bride quartet
800 1 _ Roberts, Nora. ǂt Bride quartet (Brilliance Audio (Firm))
5XX: Notes
- Include as appropriate. Examples are only some of the possibilities
- Always include a source of title note, even when title comes from the preferred source
- 588 0 _ Title from disc label.
- Include a 511 note with reader(s) of audiobooks, performers of music, etc.
- 511 0 _ Read by George Guidall.
- Include a 518 note with date/time and/or place of recording, broadcast, etc. if readily available
- Include a 520 note with a summary when possible.
- 520 _ _ Inspector Clouseau investigates the theft of a priceless painting from a Madrid museum.
- Include a 538 note for special equipment or special requirements for use
- 538 _ _ Requires CD/MP3 player or computer with MP3 capable software.
- Check OCLC’s bib formats for indicators, subfields, and ending punctuation as applicable
505: Contents note
- Add enhanced 505 or enhance existing 505 if needed to index titles of songs, stories, etc.
- 505 0 0 ǂt A short trip home -- ǂt Amazing grace.
- Include initial articles in titles
6XX:
- Review subject headings to make sure they are appropriate
- Example: 650 _ 0 Twins ǂv Fiction.
- Same with genre headings
- 655 _ 7 Sound effects recordings. ǂ2 lcgft
- 655 _ 7 Jazz-rock (Music) ǂ2 lcgft
- Add subject headings as needed, especially genre headings for fiction and music, and headings for fictitious characters
- 600 0 0 Amelia-Bedelia ǂc (Fictitious character) ǂv Juvenile fiction.
- Note: Many fictitious characters have been established in a name authority record, but some are still coded as subjects. Verify in the authority file.
- For adult audiobooks, add:
655 _ 7 Audiobooks. ǂ2 lcgft
- For juvenile audiobooks, add:
655 _ 7 Children’s audiobooks. ǂ2 lcgft
- For young adult fiction, add:
655 _ 0 Young adult fiction.
7XX: Access points
- Includes names of persons or families (700), corporate bodies (710), conferences/meetings (711), as well as uniform titles (730)
- Enter form of entry as established in an authority record; may not be the same as on the item
- 700 1 _ ǂi Adaptation of (work): ǂa Poe, Edgar Allen, ǂd 1809-1849. ǂt Raven.
- 700 1 _ Guidall, George, ǂe narrator.
- Verify form of entry and indicators
- 2nd indicator: 2 when resource includes the work referenced in the 7XX
- Remove initial articles from titles in ǂt
- Relationship designator may be present either in ǂe (relator term) or ǂ4 (relator code).
- See local practice below for SHARE instructions
- Do not include ǂe or ǂ4 when ǂt is present
- Add ǂi with relationship information in 7XX author/title entries and entries for related works for which uniform titles have been established
- Uncontrolled titles (no uniform title established) are entered in 740
- Do not include ǂi in MARC tag 740
Resource includes multiple works:
700 1 2 ǂi Container of (work):
ǂa Vivaldi, Antonio, ǂd 1678-1741. ǂt A' piedi miei svenato.
730 0 2 ǂi Container of (work):
ǂa Rapunzel and other tales (White)
Resource includes works for which no uniform title has been established:
740 0 2 Hula girl at heart.
740 0 2 Duke’s on Sunday.
740 0 2 Bama breeze.
Fixed Fields:
- Converts to the 008 or LDR field when imported to Polaris
- Type: i for nonmusical sound recordings; j for music
- Elvl: If upgrading a K or M level record, of if code I is present, change to blank.
- Audn: Enter the appropriate code.
- Lang: Make sure code agrees with the language of the piece, or the first language code in the 041 field, if present.
- Comp: Enter code nn for nonmusical sound recordings. Enter appropriate code for music. If more than one form of music, enter mu in this field and add MARC tag 047 with applicable codes.
- AccM: Enter the appropriate code(s) for accompanying material, if any.
- Ctry: Make sure this code agrees with the place of publication in 264, first subfield a.
- Part: Should be n.
- TrAr: Should be n.
- Desc: Should be i for RDA records.
- FMus: Should be n
- LTxt: Enter the appropriate code for nonmusical sound recording. Blank for music.
- DtSt: s if there is a single date in 264 subfield c; t if a publication date and copyright date are present in the 264 subfield c
- Date One: Should agree with date in 264 subfield c
- Date Two: Should agree with date of original production given in a note or with phonogram date given in 264 _4 subfield c
SHARE Local Edits
Local edits may be done in OCLC prior to exporting or in MarcReport or Polaris after exporting.
Do not permanently save local edits to the OCLC record.
Examples reflect display and spacing of subfields in Polaris.
SHARE cataloging local practices may be found on the SHARE Website: Bibliographic & Cataloging Standards | SHARE
Format Icons:
- Check or edit coding in the LDR, 006, and/or 007 to generate appropriate icon
007:
- Delete 007 in records that are nonmusical sound recordings rather than music or audiobooks. Examples are recordings of speeches, interviews, sound effects, etc.
- Format icon will be Nonmusical sound recording
1XX:
- For popular or traditional music, change principal performer from 7XX to 1XX
- Note: When 1XX is present, 245 1st indicator is 1.
- Include applicable relator term(s)
- Change ǂ4 to ǂe and replace relator code with applicable relator term as needed
245:
- If OCLC record is imported with title in all caps, edit to AACR formatting to distinguish from On Order records
- Add a General Material Designation (GMD) to all audio recording records in Polaris
- ǂh subfield ǂa, ǂn, and ǂp. Comes before ǂb and ǂc
- For tapes, CDs, or MP3s: [sound recording]
- Examples:
245 1 0 ǂaBest loved stories.ǂnVol. one ǂh[sound recording]
245 1 2 ǂaA common lifeǂh[electronic resource] :ǂbthe wedding story /ǂcJan Karon.
250:
- Add edition statement for MP3 CDs
- 250 _ _ ǂa Abridged, [MP3-CD].
- Enter multiple edition statements in one 250, separated by a comma
490/8XX:
- See SHARE local practice on creation of local series authority records when there is no series authority record in OCLC
5XX:
- See SHARE local practice on contents notes,
- Remove promotional language from summary notes and adjust length as needed
6XX:
- See SHARE local practice on which subject headings are retained, which are deleted, approved local subject headings, etc.
- Example: For MP3s, add: 655 _ 0 ǂaMP3 (Audio coding standard)
7XX:
- Change ǂ4 to ǂe and replace relator code with applicable relator term
- Example: 700 1 _ ǂa Robertson, David, ǂd 1958- ǂ4 cnd
Change to: 700 1 _ a Robertson, David, d 1958-e conductor.