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LAC
Policy Statements for Chapter 1: General Guidelines on Recording Attributes of Manifestations and Items
LAC PS for 1.4
LANGUAGE AND SCRIPT
Font Features
LAC practice: Do not attempt to replicate font features such as bold and italics through the use of underlining or other means of indicating such features.
Pre-Modern Forms of Letters
LAC practice: In general, transcribe letters as they appear in the source. However, convert earlier forms of letters and earlier forms of diacritical marks into their modern form, as specified here. If there is any doubt as to the correct conversion of elements to modern forms, transcribe them from the source as exactly as possible.
The following represent a special case: i/j, u/v, uu, or vv/w. When these letters are used in Latin and some other languages without regard to their vocalic or consonantal value, so that "u" is used for a "v," etc., the transcription should be regularized. This means that for the bibliographic description of items published after 1800,
use j for consonants, e.g., jus, Julius;
use i for vowels, e.g., iter, ilias;
use v for consonants, e.g., vox, Victoria;
use u for vowels, e.g., uva, Ursa Major;
use w for consonantal uu or vv, e.g., Windelia.
Also regularize u/v, uu, or vv/w for publications of any date when recording elements, e.g., authorized access points, or citations from reference works.
For the transcription of any of these letters in bibliographic description for pre-1801 publications, apply Descriptive Cataloging of Rare Materials (Books) (DCRM(B)). See Policy Statement 6.2.2.8 for the use of these letters in authorized access points for works, to assure that DCRM(B) titles file properly (i.e., together with the titles of post-1800 publications).
Characters That Cannot Be Reproduced by the Facilities Available
LAC practice: Transcription requires as much fidelity to the source as the technical capacity within the cataloguing agency will allow. The main purposes of these instructions are to categorize all the methods to be employed when encountering unusual symbols and characters, and to give specific directions for each in terms of the particular character set phenomenon encountered.
In the context of machine-readable catalogue records note that "facilities available" means the totality of characters that can be represented in machine-readable form and displayed/printed using the "MARC-8 character set"; referred to hereafter as the "character set").  LAC's AMICUS system uses a modified MARC-8 character set.
Super/Subscript Characters
LAC practice: Record superscript and subscript Arabic numerals (0 to 9), the minus sign (-), parentheses ( () ), period ( . ), and the plus sign (+) using the techniques below.  Record all other superscript and subscript alphabetic characters and punctuation on the line in the regular manner, e.g. no, 2e, Na.  If needed for clarification, give details of which characters are superscript or subscript in a general note (MARC field 500).
AMICUS Input Group decision, 12 January 1999, meeting no. 66.
In AMICUS, the symbol ↑ (i.e. up arrow) is used to indicate superscript but only before the characters 4 5 6 7 8 9 0 + - ( ) i.e. ↑4 ↑5 ↑6 ↑7 ↑8 ↑9 ↑0 ↑+ ↑- ↑( ↑). Create the symbol ↑ (i.e. up arrow) by pressing left-alt, left-control and letter l.
For superscript 1 or 2 or 3, you should use only the special superscript digits  (i.e. right-control 1, right-control 2, right-control 3) as in x¹ y² z³.
Combined example: x² + y↑ 4↑8
The symbol ↓ (i.e. down arrow) is used to indicate subscript but only before the characters 1 2 3 4 5 6 7 8 9 0 + - ( ) i.e. ↓1 ↓2 ↓3 ↓4 ↓5 ↓6 ↓7 ↓8 ↓9 ↓0 ↓+ ↓- ↓( ↓) Create symbol ↓ (i.e. down arrow) by pressing left-alt, left-control and letter k.
Create superscript period using the dot above diacritic with right-ctrl and letter b. Create subscript period using the dot below diacritic with right-ctrl and letter v.
Never use the arrow symbols before any alphabetic characters. For example, do NOT input x↑y or x↓y because this will not produce superscript or subscript.  In these cases you must use the words [superscript] or [subscript] in square brackets, i.e. x [superscript] y and x [subscript] y.  In French records, the terms [exposant] and [indice] should be used in these cases.
Superscript strings containing both alphabetic characters and numerals can combine multiple techniques. GB [superscript]x²³ + Nb[subscript]Gxy↓4
Transcribe the abbreviation for numéro as:  no
Greek letters
LAC practice: Transcribe the spelled-out name of the letter enclosed in square brackets.  Capitalize the first letter if the letter is upper-case.  Do not use the AMICUS encoded special characters for alpha, beta or gamma.  The use of hex C3, DF and E3 encoding for alpha, beta and gamma has been abandoned by LC and OCLC.
Special Letters, Diacritical Marks, and Punctuation Marks
LAC practice: Use these equivalents in these cases:
CharacterAlternativeAMICUS keyboard shortcutAction
Spacing underscore
(Note: this is an underscore which does not combine with other characters and is found in URIs.)
%5F Shift hyphen Replace the character with %5F
Example: http://bertrand.bucknell.edu/ home/subject%5Fguides/
Non-spacing underscore  or combining underscore
(Note: this underscore is a diacritic in certain languages.  It combines with the character following.)
Right-ctrl 5 Used in Urdu transliterations; some Canadian aboriginal languages.
Ha _ tha
Spacing tilde %7E Do not use right-alt c-cedilla.
Example: http://theory.lcs.mit.edu/%7Ejacm/
Non-spacing tilde or combining tilde
(NoteL this tilde is used as a diacritic in several languages.)
Right-ctrl (blue) c-cedilla ñ 
"Scharfes s" or "ess-zet" (ß) ss
"Scharfes s" or "ess-zet" (ſʒ ) sz
Old German small "e" (Fu ℯrsten) ü
Inch/inches, second/seconds, hard sign, double prime (tvërdyı˘ znak) (Right ctrl +shift +t)
Foot/feet, minute/minutes, soft sign, prime (miagkiı˘ znak) (ʹ) (Right ctrl +shift +q) ʹ
Copyright symbol © Right-ctrl-shift c
Registration symbol ® Do not transcribe
Trademark symbol TM   (TM) Do not transcribe
Photo patent/copyright symbol Right-ctrl-shift f
musical sharp Right-ctrl z
Musical flat Right-ctrl n
Inverted question mark Omit
Inverted exclamation mark Omit
Commercial "at" sign @ In all fields except 856, transcribe as "a" Treat @ as a stylistic use of the letter "a" or as the word "at" and make a general note for clarification when the symbol occurs in a name or title.
Other special symbols Record the spelled-out name of the symbol, or use a general note for clarification.
Guillemets « » It is not possible to use guillemets (« ») in AMICUS. Use quotation mark (” “)
Glottal stop ʔ (question mark lacking the period)7 The number 7 has been used to represent the IPA character for the glottal ( ʔ ) stop in some languages.
Character Alternative AMICUS keyboard shortcut Action
All other superscript or subscript characters If no distortion or loss of intelligibility results, use standard alphabetic character Cie
2e
no
Otherwise (for example, with formulas), describe the subscript or superscript letter in words and enclose the descriptive words within brackets. L[superscript p]
Degree symbol Replace °  with [degree], [degrees], [degré] or [degrés] Right-alt semi-colon Replace even though AMICUS can create it.
AMICUS punctuation routine
AMICUS automatically provides the comma preceding subfield $e in access points.
[2016-12]
LAC PS for 1.4
FIRST ALTERNATIVE
LAC practice for alternative (1st): For the elements identified at RDA 1.4 romanize following the ALA-LC Romanization Tables: Transliteration Schemes for Non-Roman Scripts , approved by the Library of Congress and the American Library Association when the language of cataloguing is English.    Use ISO transliteration and romanization standards when the language of cataloguing is French.  LAC maintains an in-house list of romanization and transliteration standards.  http://www.bac-lac.gc.ca/eng/services/cataloguing-metadata/Documents/040006-14-e.pdf
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LAC PS for 1.4
OPTION
LAC practice for optional addition: Do not apply the option.
[2016-12]
LAC PS for 1.4
SECOND ALTERNATIVE
LAC practice for alternative (2nd): Apply the alternative.
[2016-12]
LAC PS for 1.5.1
DIFFERENT WAYS OF DESCRIBING A MANIFESTATION
LAC practice: LAC treats some monographic series and multipart monographs as series with one call number. Otherwise, the parts are analyzed and classified separately.
[2017-12]
LAC PS for 1.5.2
COMPREHENSIVE DESCRIPTION
Supplementary Materials
LAC practice: Create separate records for a main work and a supplementary work if the supplementary work is not issued at the same time as the main work, or if it shows important differences in titles or statements of responsibility from those appearing in the main work.
Also, catalog separately all supplements, etc., to serials except for:
 
indexes, and
 
supplements, etc., that have titles that are more like descriptions than true titles, or because the supplement, etc., is usable only in conjunction with the main work.
Relate separately cataloged supplements, etc., to the main work following the guidelines in Chapter 25 (Related works) and Appendix J.
[2016-12]
LAC PS for 1.5.3
ANALYTICAL DESCRIPTION
LAC practice: If the analytical description is for a resource in a series, give a series statement and the authorized access point for the series (the related work referenced in this instruction) in 800, 810, 811, or 830 fields. If the analytical description is for a resource other than one in a series, apply cataloguer’s judgment about referring to the related work.
Analytical Descriptions for "Bound Together" Resources
LAC practice: Create separate bibliographic records and apply "With" notes (see RDA 28.1) when two or more resources issued independently have been subsequently placed together under one cover or comparable packaging. Create AMICUS equivalent records with fields 791 and 792 to link English and French descriptions of English and French publications issued in tête-bêche format.
[2016-12]
LAC PS for 1.5.4
HIERARCHICAL DESCRIPTION
LAC practice: Do not create multi-level descriptions.  Descriptions of archival resources in MIKAN normally employ a hierarchical structure following the ISAD (G) standard or the Rules for Archival Description (RAD).
[2016-12]
LAC PS for 1.6.1.2
CHANGE IN MEDIA TYPE OF A MULTIPART MONOGRAPH
LAC practice: If the media type varies within the multipart monograph (not a change from one type to another), do not create a new description. Add information in the bibliographic record explaining the variation.
[2016-12]
LAC PS for 1.6.2
SERIALS
LAC practice: When there are different language expressions of a serial work and the preferred title of the work (as determined according to RDA 6.2.2) changes, create a new description for each different expression of that work even if the title proper of the manifestation of the specific language expression did not change. For linking between language expression records, see LAC PS for 26.1
[2016-12]
LAC PS for 1.6.2.2
CHANGE IN CARRIER CHARACTERISTICS OF A SERIAL
Variation in Media Type
LAC practice: If the media type varies within the serial (not a change from one type to another), do not create a new description. Make a note explaining the variation (RDA 3.21.4.3.1).
Change in Carrier Type
LAC practice: If the carrier type within the same media type category changes, do not create a new description. Make a note explaining this change (RDA 3.22.6.3.1) If the polarity changes for a microform, do not create a new description.  
[2016-12]
LAC PS for 1.7.1
FIRST ALTERNATIVE
LAC practice for alternative (1st): For capitalization of transcribed elements, generally  follow Appendix A, and apply cataloger's judgment.
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LAC PS for 1.7.2
CAPITALIZATION
LAC practice: Refer to RDA Appendix A.1.  Record in lower case any words not covered by this appendix.
[2016-12]
LAC PS for 1.7.3
ALTERNATIVE
LAC practice for alternative: Use cataloguer’s judgment when adding punctuation as necessary for clarity.
[2016-12]
LAC PS for 1.7.4
OPTION
LAC practice for optional addition: Use cataloguer’s judgment when adding missing diacritics as necessary for clarity.  Take into consideration the preferred usage and the language of cataloguing. Add diacritical marks to elements transcribed in French; apply cataloguer’s judgement for other languages.
Diacritics on upper-case letters in French words
LAC practice: Apply the optional addition to add accents as appropriate to words in French even if the letter over which the accent is to be added is transcribed in upper-case form.
 
 
 
EXAMPLE
On source:Transcription:
Ecole polytechnique de Montréal École polytechnique de Montréal
Ecrits sur l'avenir Écrits sur l'avenir
coloration, Éric Plouffe coloration, Éric Plouffe
 
 
 
Accents over capitalized letters in initialisms and acronyms in French will follow usage encountered.
For accents and other diacritical marks used in access points, see RDA chapters 6, 9, 10, 11.
Personal names, family names, corporate body names occurring in transcribed elements
LAC practice: Some names of persons, families, or corporate bodies may have commonly-used forms with or without diacritics.  Take into consideration the preferred usage of the particular person, family or corporate body when deciding whether to add missing diacritics.
 
 
 
EXAMPLE
On source:Transcription:
Annual report of the Bank of MontrealAnnual report of the Bank of Montreal
Your pocket guide to dining out, Isabelle Poirier and Genevieve CoteYour pocket guide to dining out / Isabelle Poirier and Geneviève Côté
On source:Transcription:Access point:
Cortical response ..., Genevieve BerubeCortical response... / Genevieve BerubeBerube, Genevieve
 
 
 
Place of production, publication, distribution, or manufacture
LAC practice: Apply the option to add missing diacritics to conform with standard usage as necessary.
For places in Canada, confirm the “standard usage” of accented characters by verifying the form of name approved by the Canadian Permanent Committee on Geographical Names as published in the Canadian Geographical Names Database (CGND), and the Banque de noms de lieux du Québec.
 
 
 
EXAMPLE
Place of publication on source:Transcription:
MontrealMontréal
Only one form of name is established by CGND: Montréal
 
 
 
Transcription of other elements
LAC practice: When necessary for identification or access, do not apply the optional addition and transcribe the characters as they appeared.
 
 
 
EXAMPLE
English series title Title of part
Provinces of Canada Quebec
French series titleTitle of part
Les provinces du CanadaQuébec
The province name has two forms in the CGND; the publisher used the French form of the name on the French-language expression, and the English form of the name on the English-language expression.
 
 
 
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LAC PS for 1.7.5
SYMBOLS
Signs and Symbols
LAC practice: The objective in treating signs and symbols not found in the AMICUS character set is to render or convey the intention without undue time and effort and with a minimum of interpolation, using one of the techniques described in this section. Note that a minimum of interpolation is wanted because those searching the machine catalogue cannot very often be expected to "second-guess" the cataloguer in this respect, i.e., users will normally formulate search queries that do not take interpolations into account. As judged appropriate, use notes to explain and use access points to provide additional access. Refer to examples in LC/PCC PS 1.7.5.
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LAC PS for 1.7.5
ALTERNATIVE
LAC practice for alternative: See 1.7.5 for instructions on recording symbols that cannot be duplicated on AMICUS.
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LAC PS for 1.8
NUMBERS EXPRESSED AS NUMERALS OR AS WORDS
LAC practice: Numbers in supplied information may be recorded as words or as numerals as appropriate to the data element, taking into consideration style guides followed in the Canadian federal government: Canadian Style, chapter 5, and Le guide du rédacteur, chapitre 2.  Both are available through the TermiumPlus Writing Tools tab.
[2016-12]
LAC PS for 1.8.2
FIRST ALTERNATIVE
LAC practice for alternative (1st): Apply the alternative in the situations specified in the table below.
[2016-12]
LAC PS for 1.8.2
SECOND ALTERNATIVE
LAC practice for alternative (2nd): Apply the alternative in the situations specified in the table below.
 
 
 
EXAMPLE
Serials
Appears asTranscribe as
XV, no. 1XV, no. 1 (e.g. in 362 field).
Dates in all 264 fields, and year a university degree was granted:
Appears on item as:Transcribe:
MMMM  [2000]
MDCCCLXVII MDCCCLXVII  [1867]
©MCMLXXI ©MCMLXXI [1971]
Numbering within series and subseries:
Appears on item as:Transcribe:
Series XVI, volume 7 Series XVI [16], volume
 
 
 
Element1.8.2 Alternative 11.8.2 Alternative 2
Numeric and/or alphabetic designation of ... issue or part of sequence. Alternative numeric and/or alphabetic designation of ...  issue or part of sequence YesNo
Chronological designation of ... issue or part of sequence. Alternative chronological designation of ... issue or part of sequence YesNo
Date of production NoYes for years expressed in roman numerals
Date of publication NoYes for years expressed in roman numerals
Date of distribution NoYes for years expressed in roman numerals
Date of manufacture NoYes for years expressed in roman numerals
Copyright date NoYes for years expressed in roman numerals
Numbering within series NoYes
Numbering within subseries NoYes
Year degree granted NoYes
Numbers in supplied information may be recorded as words or as numerals as appropriate to the data element and considering style guides.  For standard practice in Canada, refer to chapter 5 of Canadian Style and to chapter 2 of Le guide du rédacteur.
[2016-12]
LAC PS for 1.10.2
FIRST ALTERNATIVE
LAC practice for alternative (1st): Do not apply the alternative, i.e., follow capitalization instructions in RDA Appendix A.
[2016-12]
LAC PS for 1.10.2
SECOND ALTERNATIVE
LAC practice for alternative (2nd): Generally accept data derived from digital sources, e.g., ONIX data for CIP resources.  Use judgement when making any adjustments to the supplied information taking into account information on the CIP galley. It is not necessary to make the capitalization conform to RDA Appendix A on data derived from digital sources.
[2016-12]
LAC PS for 1.11
FACSIMILES AND REPRODUCTIONS
Microform Reproductions of Print Resources
LAC practice: LAC follows this instruction as written and catalogues the microform reproduction.  Data representing the original resource is recorded in a 534 field.  The reproductions might not necessarily receive the same treatment (monograph or continuing resource) as the originals as explained in LAC policy statement 0 Determining Mode of Issuance.
[2016-12]