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This is not an exhaustive checklist. Here are some places you can get further information: RDA toolkit (subscription required): www.rdatoolkit.org On the SHARE website: For local practices on cataloging, look under Cataloging>Operational guidelines. MARC tag guidance is available from: OCLC s Bibliographic Formats and Standards http://www.oclc.org/bibformats/en.html MARC 21 for Bibliographic Records https://www.loc.gov/marc/bibliographic/ Within bibliographic records: In Polaris: Place your cursor in the tag and the tag information will appear at the bottom of your record. Note: Tag information won t display if record is maximized. In Connexion: Right click anywhere in a field, and click on MARC Field Help. Additional information about cataloging Playaways can be found at: Playaways updates for RDA http://olacinc.org/drupal/capc_files/playawaysandrda.pdf 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 master record Examples reflect spacing and display of subfields in OCLC records. Subfield a at the beginning of a field does not display in OCLC. Other subfields at the beginning of a field will display. Variable Fields 040 Add subfield e with rda when upgrading record to RDA. 040 IEU ǂb eng ǂe rda ǂc IEU Subfield e comes before subfield c. 007 Add this field if required, or review to make sure codes are correct. Multiple 007s may be present if the record is describing more than one non-print format (i.e., sound recording and DVD) Recommend using the OCLC macro to add or edit. 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 020 If there is more than one ISBN, record each in a separate 020. Include price only if listed on the item. Record qualifying information in subfield q, in parenthesis. Subfield q comes before subfield c. 024 Enter the 12-digit UPC code from the container. First indicator: 1 Second indicator: blank, 0, or 1 028 Enter the publisher s number in subfield a. Subfield b should match the entry in 264, subfield b. First indicator: 0; second indicator: 1. 041 Language code(s) of contents, if in more than one language, as recorded in MARC tag 546. Code 1 st indicator as appropriate. Change multiple codes in one subfield to separate subfields. 1XX Authorized form of creator name, as established in an authority record, which may not be the same as on the item. Record the first author (audiobooks), or first composer (music) named on preferred source. Verify form of name and 1 st indicator. Add relator term(s) in subfield e as appropriate. 020 0743524810 : ǂc $4.99 020 9780743524815 ǂq (Disc 1) 020 9780743524846 ǂq (Disc 2) : ǂc $15.00 024 1_ 688321201827 028 01 CD 2018 ǂb Harper Audio 041 1 _ eng ǂa fre ǂa spa ǂh eng 100 1_ Ludlum, Robert,ǂd 1927-2001, ǂe author. On item: Robert Ludlum 2 4/21/2017

If 1XX field is present, 1 st indicator will be 1. If no 1XX, 1 st indicator will be 0 245 Ind 1 245 Ind 2 Used to ignore non-filing characters and initial articles, including initial articles in foreign languages. This tells the system how many characters to skip before reading the title, including the space between the article or character and the next word. If there are no characters to be skipped, 2 nd indicator will be 0. Examples shown do not include statement of responsibility or any applicable 1XX field. 245 Title and statement of responsibility will come from the disc or cassette label or from the container or other source. If title comes from a source other than the item itself, record in brackets and indicate the source in a 500 note. The 245 always ends in a period. 245 subfield h May be present in AACR records, but is being removed by OCLC. Not used in RDA. See below for local practice. 246 Add as applicable. Do not record initial articles in variant titles. Do not use ending punctuation. See OCLC bib formats for possible 1st and 2nd indicators: http://www.oclc.org/bibformats/en/2xx/246.shtm 250 Record edition statement as it appears on the item. Always add an edition statement to audiobook records for abridged or unabridged. Multiple edition statements may be entered in separate 250 fields, or in one 250, separated by a comma. See below for local practice. 100 1_ Ludlum, Robert, ǂd 1927-2001, ǂe author. 245 14 The Ambler warning / ǂc Robert Ludlum. 245 10 April showers. 245 04 The time of day. 245 13 An alligator. 245 04 Les poissons. 245 08 The travel guide. 245 14 [Bluegrass Christmas] / ǂc Robert Jones. 500 Title devised by cataloger. 245 00 Heartland : ǂb an Appalachian anthology. 246 30 Appalachian anthology 250 Abridged, Collector s ed. 250 Unabridged. 250 Special edition. 3 4/21/2017

264 May have multiple 264s with indicators for different functions (production, publication, distribution, manufacture, copyright). 1st indicator will be blank, unless the record is for a serial. 2nd indicator will be 0-4. 264 for Copyright Notice Date does not have ending punctuation. 300 Make sure the physical description is complete and punctuation is correct. When upgrading AACR record to RDA, edit subfield a to say audio disc instead of sound disc. Subfield b may be present with sound characteristics. 300 field ends in a period only when 4XX field is present in the record. When converting record to RDA, spell out abbreviations. Exceptions: Abbreviate inches as in. Abbreviate minutes as min and hour(s) as hr. 33X Fields 336, 337, and 338 are used to describe content, media, and carrier type. Use OCLC macro to add if needed; otherwise, verify information is correct. Records describing more than one format of material should have appropriate 33X fields for each format. 264 _1 New York : ǂb Random House, ǂc [2013] 264 _4 ǂc 2013 300 ǂa1 audio disc (approximately 90 min.) ;ǂc4 ¾ in. +ǂe 1 book (24 pages : illustrations ; 29 cm) 300 ǂa2 audiocassettes (60 min. each) : ǂbanalog. For musical sound recordings: 336 performed music ǂb prm ǂ2 rdacontent 337 audio ǂb s ǂ2 rdamedia 338 audio disc ǂb sd ǂ2 rdacarrier For nonmusical sound recordings: 336 spoken word ǂb spw ǂ2 rdacontent 337 audio ǂb s ǂ2 rdamedia 338 audio disc ǂb sd ǂ2 rdacarrier 344 digital ǂg stereo ǂ2 rda 344 Sound characteristics. Not necessary to add if info is included in 300 ǂb. 347 Digital file characteristics 347 audio file ǂb CD audio ǂ2 rda 347 audio file ǂb MP3 ǂ2 rda 382 Medium of performance. Include as appropriate. 382 01 ǂb cello ǂa orchestra 4 4/21/2017

383 Numeric designation of musical work. Include as appropriate. 383 ǂc RV423 490 Field 490 contains series statement as it appears on the resource. Check for a series authority record and edit accordingly. Some series statements are recorded as quoted note in field 500 rather than 490/8XX. If series is untraced, 490 1 st indicator will be 0. If series is traced, 490 1 st indicator will be 1, and there must also be an 800 or 830 field with the authorized form of the series, which may or may not be the same as the form in the 490. No ending punctuation on field 490, but there is ending punctuation on the 8XX fields. 5XX Include notes as appropriate. Always include a source of title note, even if title is taken from the preferred source. Check OCLC s bib formats for indicators, subfields, and ending punctuation as applicable. 505 Add an enhanced 505 or enhance existing 505 if needed to index titles of poems, stories, songs, etc. Include initial articles in titles in an enhanced 505. 6XX Review subject headings to make sure they are appropriate. Add subject headings as needed, especially genre headings and headings for fictitious characters. 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)) 500 Title from disc label. 511 0_ Read by George Guidall. 538 CD/MP3 player or computer with MP3 capable software. 538 Playaway Digital Audio. 505 00 ǂt A short trip home -- ǂt Amazing grace. 650 _0 Twins ǂv Fiction. 600 00 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 young adult material, add young adult genre heading, if appropriate. 655 _7 Sound effects recordings. ǂ2 lcgft For adult audiobooks, add: 655 _7 Audiobooks. ǂ2 lcgft 5 4/21/2017

For juvenile audiobooks, add: 655 _7 Children s audiobooks. ǂ2 lcgft 700 Name(s) of contributor(s) as established in an authority record, which may not be the same as it is on the item. 7XX may be personal name (700), family name (700), corporate body name (710), or conference name (711). Verify form of name and 1 st indicator. Remove initial articles from titles in subfield t. In OCLC master records, relator information may be recorded either in subfield e (relator term) or subfield 4 (relator code). Change to subfield e in Polaris. See local practice below. For young adult material, add: 655 _0 Young adult fiction. 700 1_ Poe, Edgar Allen, ǂd 1809-1849. ǂt Raven. 700 1_ Guidall, George, ǂe narrator. OCLC Fixed Field Converts to the 008 or LDR field when imported into Polaris. Type i for nonmusical sound recordings; j for music. ELvl If upgrading a K or M level record, enter code I Audn Enter the appropriate audience 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. 6 4/21/2017

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 Date Two Should agree with date in 264 subfield c. 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 Polaris after record has been brought in. Do not save local edits to OCLC master record. Examples reflect spacing of subfields in Polaris Format icons Format icons are generated from coding in the LDR, 006, and/or 007. Check or edit coding to generate the appropriate format icon. See Polaris Help on Type of Material Codes (TOMs) for correct coding. 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. 245 If OCLC record is imported with title in all caps, edit to AACR formatting to distinguish from on-order records. 245 Subfield h Add a General Material Designation (GMD) to all sound recording records in Polaris. For tapes, CDs, or MP3s: [sound recording] For preloaded audio players: [electronic resource] 7 4/21/2017

Subfield h comes after subfield a, n, and p. Comes before subfield b. 250 Add an edition statement for MP3 CDs, and for brands of preloaded audio players. Multiple edition statements should be in one 250, separated by a comma. 490/8XX 5XX 6XX See SHARE cataloging standards for policy on creation of local series authority records for items that are part of a series but a series authority record is not available in OCLC. See SHARE cataloging standards for local practice on contents notes, summary notes, etc. See SHARE cataloging standards for local practice on which subject headings are retained, which are deleted, approved local subject headings, etc. Add genre headings or approved local subject headings as appropriate. See SHARE cataloging standards for a list of approved local subject headings. 245 10 ǂaBest loved stories.ǂnvol. one ǂh[sound recording]. 245 12 ǂaA common lifeǂh[sound recording] :ǂbthe wedding story /ǂcJan Karon. For MP3s: 250 ǂaAbridged, [MP3-CD]. For Playaways or other preloaded audio players: 250 ǂaAbridged, [GoReader]. For MP3s, add: 655 _ 0 ǂaMP3 (Audio coding standard) For Playaways, add: 655 _0 ǂaPlayaway (Preloaded audio player) For preloaded audio players that have not been established as an LC subject heading, add 690 with brand of player: 690 ǂaGoReader (Preloaded audio player) 8 4/21/2017