To: Joint Steering Committee for Development of RDA. From: Damian Iseminger, Chair, JSC Music Working Group

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page 1 of 15 To: Joint Steering Committee for Development of RDA From: Damian Iseminger, Chair, JSC Music Working Group Subject: Removing lists of terms from the Medium of Performance (6.15) instructions Abstract This proposal removes the closed lists of medium of performance terms from instructions in 6.15 in favor of using an external controlled vocabulary. To address concerns about guidance for those catalogers who do not have access to a controlled list, it is proposed that the terms formerly in 6.15 are moved to a Medium of Performance Guide in the Tools section of the RDA Toolkit. Justification The terms currently present in closed lists in 6.15 have no definitions in the RDA glossary. Either the terms must be defined in the RDA Glossary or the terms need to be removed from the RDA text. Because external lists of terms exist (such as the Library of Congress Medium of Performance Thesaurus) or are being developed, it was decided by the Music Working Group that prescribed terms or lists of terms should be removed from 6.15. Issues requiring resolution Terms were removed from the following instructions: 6.15.1.3 (the instruction to use the term continuo for a thorough bass part), 6.15.1.5 (list of individual instruments), 6.15.1.7 (list containing orchestra, string orchestra, and band), 6.15.1.9 (solo voices and ensembles of solo voices), and 6.15.1.10 (choruses). Further guidance has been added to 6.15.1.3 that medium of performance should be recorded using a controlled list of terms and if such a list does not exist, to use the proposed medium of performance guide for the Tools tab of the RDA Toolkit. Guidance is also added to record a term in the language preferred by the agency creating the data. The beginning sentences of the affected instructions, along with 6.15.1.4 and 6.15.1.6, have also been revised so the phrase Record an appropriate term is located at the beginning of the instruction. The caption for 6.15.1.7 has been revised so that it is clear the instruction is meant to cover ensembles with more than one player to a part. The removal of the terms from 6.15.1.7 necessitated the need for a change in caption. Finally, a guide for medium of performance has been created for the Tools tab of the RDA Toolkit, using the terms formerly present in 6.15

A note on the examples: the text of the proposal indicates places where additional examples might be needed. Impact of the revisions 6JSC/MusicWG/14 page 2 of 15 The major impact of the revisions is that external vocabularies will be relied upon as the source of medium of performance terms. However to mitigate this impact for libraries that do not have access to a set of terms and have relied on RDA, the guide is being proposed as a way forward for them. Removal of the closed lists of terms for solo voices and chorus could have an impact on authorized access points, since there is no guarantee that the external terms for solo voices and chorus will be the same as those previously used in RDA. However, such an impact could be mitigated if, for access points, libraries used the list of terms in the proposed guide for the Tools tab. Change #1: Revisions to 6.15 Marked-up verison 6.15.1.3 Recording Medium of Performance Record the medium of performance by applying these instructions, as applicable: instrumental music intended for one performer to a part (see 6.15.1.4) instruments (see 6.15.1.5) accompanying ensembles with one performer to a part (see 6.15.1.6) instrumental music for orchestra, string orchestra, or band more than one performer to a part (see 6.15.1.7) one or more solo instruments and accompanying ensemble (see 6.15.1.8) solo voices (see 6.15.1.9) choruses (see 6.15.1.10) indeterminate medium of performance (see 6.15.1.11). Record medium of performance using a controlled list of terms, if available. If such a list is not available, see the listing of medium of performance terms on the Tools tab of the RDA Toolkit: Medium of Performance. Record a term in the language preferred by the agency creating the data whenever possible. Record medium of performance as a separate element, as part of an access point, or as both. For instructions on recording medium of performance as part of the authorized access point, see 6.28.1.9 6.28.1.11.

page 3 of 15 [remain the same] If there is more than one part for a particular instrument or voice, record the number of parts. [remain the same] Exception If the term percussion is used (see 6.15.1.4), record the number of players if there is more than one. [remain the same] Use continuo Choose a term and use it consistently for a thorough bass continuo part, whether it is named as basso, basso continuo, figured bass, thorough bass, or continuo, and whether the individual instrument or instruments of the continuo are specified or not. continuo For guidelines on recording details about the medium of performance, apply the instructions for medium of performance of musical content at 7.21. 6.15.1.4 Instrumental Music Intended for One Performer to a Part For instrumental music intended for one performer to a part, record Record each instrument for instrumental music intended for one performer to a part by applying the instructions at 6.15.1.5 and 6.15.1.11.

page 4 of 15 Exceptions If there is more than one percussion instrument, and the names of the individual instruments are not specified by the composer in the original title, use percussion. If the medium includes a continuo part, record the name of the part (see 6.15.1.3). If the medium includes instruments acting as an accompanying ensemble, record a term for the accompanying ensemble (see 6.15.1.6). 6.15.1.5 Instruments When recording names of instruments, use a term in a language preferred by the agency creating the data whenever possible. Use the following list of terms as a guide: cello or violoncello cor anglais or English horn double bass (not bass viol or contrabass) double bassoon or contrabassoon harpsichord (not cembalo or virginal) horn (not French horn) kettle drums or timpani piano (not fortepiano or pianoforte) viola da gamba (not bass viol or gamba) When alternatives are given, choose a term and use it consistently. Record an appropriate term for an instrument. [Sub-instructions 6.15.1.5.1 6.15.1.5.4 remain the same] 6.15.1.6 Accompanying Ensembles with One Performer to a Part

page 5 of 15 Record an appropriate term For for an accompanying ensemble with one performer to a part,.record Use the appropriate term for the instrument or family of instruments followed by the word ensemble. guitar ensemble string ensemble percussion ensemble Record instrumental ensemble for an accompanying ensemble with one performer to a part consisting of instruments from two or more families of instruments when a more specific term is not available. If: an accompanying ensemble with one performer to a part consists of instruments from two or more families of instruments and a more specific term is not available then: record instrumental ensemble. Alternative Record an appropriate term For for each instrument of an accompanying ensemble with one performer to a part, record the appropriate term for each instrument of the accompanying ensemble instead of the name of the ensemble. [Examples remain the same] 6.15.1.7 Instrumental Music Intended for Orchestra, String Orchestra, or Band More Than One Performer to a Part

page 6 of 15 Record an appropriate term For for instrumental music intended for orchestra, string orchestra, or band more than one performer to a part,. record an appropriate term from the following list: orchestra string orchestra band Record orchestra for full or reduced orchestra. Disregard continuo Do not record a term for a continuo part when it is part of an orchestra or string orchestra an ensemble with more than one performer to a part. 6.15.1.8 One or More Solo Instruments and Accompanying Ensemble [Instruction remains the same] 6.15.1.9 Solo Voices Record an appropriate term from the following list to identify for a type of solo voice:. mezzo- alto tenor baritone bass s (2) alto instrumental ensemble Resource described: Stabat Mater : in G minor : for 2 s, alto, 2 violins & basso continuo / Girolamo Abos ; edited by Alejandro Garri ; assisted by Kent Carlson

page 7 of 15 piano Resource described: Dos canciones para y piano / Federico Ibarra accordion Resource described: Drei Lieder für Sopran und Akkordeon / Horst Lohse ; nach Gedichten von Ingo Cesaro [Extra examples that used terms from an external vocabulary, such as the Library of Congress Medium of Performance Thesaurus, could be appropriate] Record other terms as appropriate. bass-baritone countertenor Record an appropriate term identifying solo voices as an ensemble If if no specific voice types or ranges can be ascertained for two or more solo voices of different ranges, record an appropriate term from the following list. mixed solo voices men s solo voices women s solo voices Record other terms as appropriate. children's solo voices For compositions that include solo voices with chorus, record Record the solo voices, the appropriate terms for the chorus (see 6.15.1.10), and the accompaniment, if any, for compositions that include solo voices with chorus.

page 8 of 15 tenor mixed voices orchestra Resource described: Te Deum : for mixed voices (with and tenor solo) and orchestra / Georges Bizet [Extra examples that used terms from an external vocabulary, such as the Library of Congress Medium of Performance Thesaurus, could be appropriate] 6.15.1.10 Choruses Record an appropriate term For for a choral ensemble., record an appropriate term from the following list: mixed voices men s voices women s voices unison voices Record other terms as appropriate. children's voices 6.15.1.11 Indeterminate Medium of Performance [Instruction and sub-instruction remain the same] Clean version 6.15.1.3 Recording Medium of Performance Record the medium of performance by applying these instructions, as applicable:

page 9 of 15 instrumental music intended for one performer to a part (see 6.15.1.4) instruments (see 6.15.1.5) accompanying ensembles with one performer to a part (see 6.15.1.6) instrumental music for more than one performer to a part (see 6.15.1.7) one or more solo instruments and accompanying ensemble (see 6.15.1.8) solo voices (see 6.15.1.9) choruses (see 6.15.1.10) indeterminate medium of performance (see 6.15.1.11). Record medium of performance using a controlled list of terms, if available. If such a list is not available, see the listing of medium of performance terms on the Tools tab of the RDA Toolkit: Medium of Performance. Record a term in the language preferred by the agency creating the data whenever possible. Record medium of performance as a separate element, as part of an access point, or as both. For instructions on recording medium of performance as part of the authorized access point, see 6.28.1.9 6.28.1.11. [remain the same] If there is more than one part for a particular instrument or voice, record the number of parts. [remain the same] Exception If the term percussion is used (see 6.15.1.4), record the number of players if there is more than one. [remain the same]

page 10 of 15 Choose a term and use it consistently for a continuo part, whether the individual instrument or instruments of the continuo are specified or not. continuo For guidelines on recording details about the medium of performance, apply the instructions for medium of performance of musical content at 7.21. 6.15.1.4 Instrumental Music Intended for One Performer to a Part Record each instrument for instrumental music intended for one performer to a part by applying the instructions at 6.15.1.5 and 6.15.1.11. Exceptions If there is more than one percussion instrument, and the names of the individual instruments are not specified by the composer in the original title, use percussion. If the medium includes a continuo part, record the name of the part (see 6.15.1.3). If the medium includes instruments acting as an accompanying ensemble, record a term for the accompanying ensemble (see 6.15.1.6). 6.15.1.5 Instruments Record an appropriate term for an instrument. [Sub-instructions 6.15.1.5.1 6.15.1.5.4 remain the same]

page 11 of 15 6.15.1.6 Accompanying Ensembles with One Performer to a Part Record an appropriate term for an accompanying ensemble with one performer to a part. Use the appropriate term for the instrument or family of instruments followed by the word ensemble. guitar ensemble string ensemble percussion ensemble If: an accompanying ensemble with one performer to a part consists of instruments from two or more families of instruments and a more specific term is not available then: record instrumental ensemble. Alternative Record an appropriate term for each instrument of an accompanying ensemble with one performer to a part instead of the name of the ensemble. [Examples remain the same] 6.15.1.7 Instrumental Music Intended for More Than One Performer to a Part Record an appropriate term for instrumental music intended for more than one performer to a part.

page 12 of 15 Do not record a term for a continuo part when it is part of an ensemble with more than one performer to a part. 6.15.1.8 One or More Solo Instruments and Accompanying Ensemble [Instruction remains the same] 6.15.1.9 Solo Voices Record an appropriate term for a type of solo voice. s (2) alto instrumental ensemble Resource described: Stabat Mater : in G minor : for 2 s, alto, 2 violins & basso continuo / Girolamo Abos ; edited by Alejandro Garri ; assisted by Kent Carlson piano Resource described: Dos canciones para y piano / Federico Ibarra accordion Resource described: Drei Lieder für Sopran und Akkordeon / Horst Lohse ; nach Gedichten von Ingo Cesaro [Extra examples that used terms from an external vocabulary, such as the Library of Congress Medium of Performance Thesaurus, could be appropriate] Record an appropriate term identifying solo voices as an ensemble if no specific voice types or ranges can be ascertained for two or more solo voices of different ranges.

page 13 of 15 Record the solo voices, the appropriate terms for the chorus (see 6.15.1.10), and the accompaniment, if any, for compositions that include solo voices with chorus. tenor mixed voices orchestra Resource described: Te Deum : for mixed voices (with and tenor solo) and orchestra / Georges Bizet [Extra examples that used terms from an external vocabulary, such as the Library of Congress Medium of Performance Thesaurus, could be appropriate] 6.15.1.10 Choruses Record an appropriate term for a choral ensemble. 6.15.1.11 Indeterminate Medium of Performance [Instruction and sub-instruction remain the same] Change #2: Guide for Medium of Performance Terms for Tools tab Medium of Performance Continuo: for use with 6.15.1.3 Use continuo to identify a continuo part.

page 14 of 15 Instruments: for use with 6.15.1.5 Use the following list of terms as a guide: cello or violoncello cor anglais or English horn double bass (not bass viol or contrabass) double bassoon or contrabassoon harpsichord (not cembalo or virginal) horn (not French horn) kettle drums or timpani piano (not fortepiano or pianoforte) viola da gamba (not bass viol or gamba) When alternatives are given, choose a term and use it consistently. Instrumental music for more than one performer to a part: for use with 6.15.1.7 Record an appropriate term from the following list: orchestra string orchestra band Record orchestra for full or reduced orchestra. Specific solo voices: for use with 6.15.1.9 Record an appropriate term from the following list: mezzo- alto tenor baritone bass Record other terms as appropriate.

page 15 of 15 Two or more unspecified solo voices: for use with 6.15.1.9 Record an appropriate term from the following list: mixed solo voices men s solo voices women s solo voices Record other terms as appropriate. Choruses: for use with 6.15.1.10 Record an appropriate term from the following list: mixed voices men s voices women s voices unison voices Record other terms as appropriate. Other changes in RDA This proposal does not affect other instructions or references to/from other instructions. Changes to the RDA Element Set No changes needed.