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<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#8E0000">I hope everyone is having a good holiday season.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#8E0000"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#8E0000">I’ve finally had time to read and absorb the discussions on this issue; thanks to all of you who have written.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> dcrm-l-bounces@lib.byu.edu [mailto:dcrm-l-bounces@lib.byu.edu]
<b>On Behalf Of </b>Lapka, Francis<br>
<b>Sent:</b> Wednesday, 11 December, 2013 09:41<br>
<b>To:</b> dcrm-l@lib.byu.edu<br>
<b>Subject:</b> [DCRM-L] DCRM2: transcription of punctuation<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000"><…><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">RDA’s instructions (“Transcribe punctuation as it appears on the source …”) approximate DCRM’s
<i>alternative</i> rule (0G3.1). RDA guidelines, however, say to omit  punctuation that separates data elements, whereas the DCRM alternative instructs to transcribe such marks even if it results in double punctuation.  On this issue, the editorial group is
 slightly confused by several of the examples given with the RDA guideline. Namely, it’s unclear how “</span><span style="font-size:10.0pt;font-family:"Cambria","serif"">What is it? ... what is it not?<span style="color:#1F497D">” and “</span>I don’t do dishes!”
<span style="color:#1F497D">exemplify the RDA rule. The question mark and the exclamation point
<i>do</i> separate data elements, as there are, presumably, additional data elements afterward. From the examples, it seems that RDA only intends that
<i>non-terminal</i> punctuation between elements be omitted. Is it stated somewhere that question marks and exclamation points are special cases? The examples don’t have one with a period, but it would be unusual to find a period in the resource for most transcribed
 elements in modern material.<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">[<i>DJL</i>] The question and exclamation marks belong
<i>to</i> the element, they do not <i>separate</i> elements. They are necessary to the meaning of the text regardless of whether anything else follows. Contrast periods, colons, and semi-colons used in resources that clearly have no function other than to separate
 clauses of information, e.g., London: Printed by A. Millar.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">RDA also says to “add punctuation, as necessary, for clarity” (i.e. where visually
<i>implied</i> on the resource). A possible DCRM2 treatment of this guideline is provided in Option 2a, below.</span><span style="font-size:10.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">RDA (in an alternative) allows for transcription of roman numerals as roman numerals, but makes no exception for omitting internal punctuation therein. Is there
 a rare materials reason to vary?</span><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">[DJL]
</span></i></b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000"> There were two primary justifications for this. One is that half-to-quarter spacing is often used internally in roman numerals; it isn’t always clear whether a space
 is present or not. Another is that the use of spaces and punctuation invalidate the ability to search roman numerals as numerals.
</span><span style="font-family:"Georgia","serif";color:#8E0000"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">DCRM2 should continue to note that a virgule in gothic typefaces ought not be confused with a
</span><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">slash. For ellipses and square brackets, however, is there a rare materials reason to vary from RDA?</span><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">[DJL]
</span></i></b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000"> As Jane Gillis pointed out, ellipses and square brackets have precise meanings, and are used in the same way by newspapers and other popular media, which is a pretty
 good argument that these symbols are universally understood by the general public.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Courier New";color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">RDA includes no equivalent to 0G3.6. Taken literally, one would transcribe hyphens at line endings; but that is probably not be the
<i>intention </i>of RDA. Regardless, DCRM2 will need an instruction on what to do when such line-ending punctuation is encountered, as this occurs frequently in early resources. </span><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">[DJL]
</span></i></b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000"> I’m glad Francis raised the issue of RDA intentions, which I believe is the key toward moving forward on this issue.
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo7"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#8E0000"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">RDA’s exceptions make it clear that transcribing original punctuation is not meant to recreate exact typography on the resource.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo7"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#8E0000"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">The public discussion during RDA’s construction is that the default original punctuation instruction is to allow unmediated use of publisher-supplied data,
 and secondarily of eliminating cataloger fuss.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo7"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#8E0000"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">DCRM and its predecessors chose to normalize punctuation and spacing in the catalog record, to render transcriptions readable and possibly to bypass the
 problems involved in original punctuation; more on this below. Spelling and word order are preserved;  punctuation that separates clauses of information is normalized.
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo7"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#8E0000"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">DCRM is actually pretty close to the spirit of RDA: use punctuation in such a way as to minimize labor and fuss and make transcriptions readable. On the
 other hand, prescribing transcription of original punctuation would move DCRM2 significantly farther away from RDA.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo7"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#8E0000"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">In addition to the problems of preserving original punctuation between elements in this brave new deconstructed world, think of the additional proofreading
 and the exponentially greater possibility for error. Anyone who has experience with transcribing original punctuation or with descriptive bibliography will know what I’m talking about.
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo7"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#8E0000"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">We need more discussion on the distinction between punctuation belonging to the text, that is, punctuation not separating elements (such as apostrophes
 and exclamation points), and punctuation that organizes the information into meaningful chunks. What follows concerns the latter.  <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">I favor a combination of options 1 and 3. Use RDA 1.7.1 to justify following DCRM, but amend the instructions in DCRM to be neutral about punctuation, leaving it
 to cataloger judgment. Since rare materials are unlikely to be accompanied by publisher-supplied transcriptions, trying to recreate original punctuation will introduce more labor and fuss, and certainly more possibility for error, not to mention reduced readability.
 Leaving it to cataloger judgment, both as a process and as a result, follows the spirit of RDA as well as the needs of our constituencies and ourselves.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#8E0000">One suggestion for agencies that commit to faithful transcription of original punctuation: make a note on the fact. That would eliminate uncertainty (by those who
 care) on the nature of the punctuation within the record. </span><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">For transcription of punctuation in DCRM2, at least three broad options bear consideration:
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Option 1: Vary from RDA, following the principles of DCRM’s general rule (and employing the alternative at RDA 1.7.1)<o:p></o:p></span></b></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Pro:
</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">DCRM’s general rule is unambiguous in its declaration that marks of punctuation are not an aspect of the transcription that can be used to identify a resource.
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Pro:
</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Application of prescribed ISBD punctuation (which continues, even with RDA, to be the norm) already introduces punctuation not present in the resource. Users hoping to use
 punctuation marks for identification can’t be expected to distinguish between prescribed and transcribed punctuation.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Con</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">: Keeping the DCRM general rule would introduce a
<i>significant</i> variation from RDA.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Con</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">: Application of prescribed (ISBD) punctuation is likely to
 diminish in coming years. The principles of DCRM2 should not be overly influenced by backward-looking practices.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Option 2: Vary from RDA,  following the principles of DCRM’s alternative (and employing the alternative at RDA 1.7.1)<o:p></o:p></span></b></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Pro:
</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">The alternative offers the most complete embodiment of “take what you see,” and such transcriptions might better serve the function of identifying a resource.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Con:</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"> Faithful transcription of punctuation at times results in
 awkward strings. So long as we continue to use prescribed ISBD punctuation, the alternative requires use of double punctuation, which many users will find confusing.
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Con:</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"> Making the current alternative the DCRM2 norm would introduce
 a significant break with DCRM tradition (and with the records thus cataloged), since the alternative has been infrequently applied.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Option 2a: Vary from RDA,  following the principles of DCRM’s alternative (and employing the alternative at RDA 1.7.1), but use square brackets to supply punctuation
 implied by the layout of the text. </span></b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Because adding punctuation implied by the layout really
<i>is</i> different from removing or altering existing punctuation, we need to consider another alternative. To clarify, the difference is that because we can’t recreate the layout, it’s
<i>necessary</i> to supply something to convey the intended meaning.<b><i><o:p></o:p></i></b></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Pro:
</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">This fulfills the principle of representation.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Pro:</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"> This differs little from RDA and the DCRM alternative<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Con</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">: Double punctuation looks odd, and can be confusing (but ISBD
 punctuation is already omitted in many data presentations)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Option 3: Follow the RDA guidelines, with additional clarifications for special collections<o:p></o:p></span></b></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo6"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Pro:
</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">It generally benefits user and cataloger alike for DCRM2 to retain practices compatible with RDA, wherever possible.<b><o:p></o:p></b></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Pro:
</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">The RDA rule makes an attempt to fulfill the principle of representation.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">       
</span></span></span><![endif]><i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Con</span></i><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">: For transcribed punctuation, RDA’s imperfect fidelity to
 “take what you see” creates a mixed message about whether or not transcribed marks of punctuation can be used to reliably identify an entity.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">We look forward to hearing your thoughts on these options (or others). In an attempt to keep this summary relatively neutral, the opinions of members of the editorial
 group have not been included, but may be shared in the ensuing discussion.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#1F497D">Francis<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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