Summary: A basic overview of RDA record elements and acceptable hybrid practices, for catalogers upgrading or deriving from AACR2 copy. When upgrading or deriving records for non-print formats, some considerations not listed here will apply (see Nonbook materials procedures for additional guidance).

Full RDA records

Remember that upgrading an AACR2 record essentially means re-cataloging the piece in the hand. Use this guide to revise the record and bring it into RDA compliance.

MARC field	Remove/replace	Add/check	Notes
Desc (fixed field)	a	i	indicates record was created under RDA rules
DtSt & dates (fixed fields)		t	only necessary if new record has both publication and copyright date otherwise, retain existing coding
040		$b eng $e rda	$b eng may already be present order should be $a $b $e $c
1XX		$e [relationship designator]	consult RDA Appendix I or J
245	$h [GMD]		no longer valid in our catalog or OCLC
245	[sic], [i.e.], [et al.]		remove Latin abbreviations; instead, title and statement of responsibility should be transcribed from exactly from source of information
250		edition statement	if present, ensure edition statement is transcribed exactly from source of information
260	AACR2 publication statement		replace with 264 _1
264 _1		RDA publication statement	use instead of 260 adjust DtSt and fixed field dates as needed
264 _1	[s.l.], [s.n.]		replace Latin abbreviations with [place of publication not identified], etc.
264 _4		$c ©yyyy	add copyright date if present adjust DtSt and fixed field dates as needed
300	vol, p., ill, etc.	volumes, pages, illustrations, etc.	replace Latin abbreviations with spelled out terms
336 337 338		content, media, and carrier	add appropriate RDA terms in these fields (an OCLC macro is available that will input the correct terms automatically)
490		series information	if present, ensure series title is transcribed exactly from source of information
7XX		$e [relationship designator]	consult RDA Appendix I or J

In some cases, square brackets that were needed under AACR2 may need to be removed in an RDA record. Generally speaking, most core, manifestation-level elements only need to be bracketed if the information is taken from a source outside the resource itself. See RDA 2.2.4 for more details

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Hybrid records

AACR2/RDA hybrid records are less common now (as of 2018) than they were when RDA was first implemented in 2013. However, catalogers will still periodically work with hybrid records if they are the only copy available, or if they wish to add some RDA elements to an existing AACR2 copy record without performing a full upgrade.

Use this guide to determine what elements are acceptable in a hybrid record, per the PCC's guidelines.

MARC field & content	Acceptable in hybrid record?	Notes
Desc (fixed field) = a		hybrid records remain under AACR2 rule coding
Desc (fixed field) = i		the i code is reserved for fully RDA-compliant records
040 $e rda		should only be present in fully RDA-compliant records
1XX $e relationship designators
245 [sic], [i.e.], etc.
245 $h [GMD]		no longer valid in our catalog or OCLC replace with 33X content, media, and carrier fields
245 $c [et al.]
245 $c more than 3 authors listed		AACR2's "Rule of Three" instructed catalogers to omit author names past the first three listed, and use [et al.] RDA permits full transcription of all author names on the source of information, a practice which is also acceptable in hybrid records
260 (alone)
260 [s.l.], [s.n.], etc.
260 + 264 _4 (copyright)
264 _1 (alone)
264 _1 + 264 _4 (copyright)
260 + 264 _1		these two fields serve the same function – delete the 260
300 p., ill., etc.
300 pages, illustrations, etc.
336, 337, 338		all 3 must be present add appropriate RDA terms in these fields (an OCLC macro is available that will input the correct terms automatically)
7XX $e relationship designators
7XX $4 MARC relator codes		these should always be changed to RDA relationship designators if possible, even in hybrid records

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Policies

AACR2 and AACR2/RDA hybrid records can be accepted as copy, though catalogers should feel free to make upgrades as time permits.
However, any new records derived from AACR2 copy must be fully RDA compliant.
As always, refer to appropriate RDA guidelines in the RDA Toolkit and consult with appropriate TS managers or original catalogers when issues/questions arise.

Contact	Autumn Faulkner
Team	CMS
Updated	March 2018
Created	March 2018

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