cataloguing with rda caslis, march 24, 2011, peterborough, on
TRANSCRIPT
CATALOGUING WITH RDA CASLIS, March 24, 2011, Peterborough, ON
Acknowledgments
Thomas Brenndorfer (Guelph Public Library)Tom Delsey (Former RDA editor)Chris Oliver (McGIll University)Pat Riva (BANQ)Adam Schiff (University of Washington)Margaret Stewart (Library & Archives Canada)Barbara Tillett (Library of Congress)
CALSIS | Grover | March 25, 2011
Cataloguing with RDA
International Cataloguing Principles (2009)
new concepts, terms, instructions, workflows
updated MARC tags, subfields and codes to accommodate RDA elements
Most of us will continue
to encode in MARC21 using a few new tags such as 336, 337, 338
to use ISBD punctuation, which is included in appendix D
What is new What is familiar
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Int’l Cataloguing Principles (2009)
Convenience of the user descriptions and controlled forms of names for
access should be made with the user in mindRepresentation descriptions & forms of names should be based
on the way an entity describes itselfAccuracythe entity should be faithfully portrayed
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ICP in RDA 1.2
The data should serve to differentiate be sufficient to help the user select an
appropriate resource reflect the resource’s representation of itself accurately correct or clarify ambiguous,
unintelligible, or misleading representations reflect common usage
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2.8.1.4 and 2.20.7.3
reflect the resource’s representation of itself, while providing information to correct or clarify
260 $a Belfast500 $a Actually published in Dublin.
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1.4 language & script
Transcribe elements in the language and script in which they appear
Alternative if an element listed cannot be recorded in the script used on the source, record it in a transliterated form.
Optional addition record an element in a transliterated form in addition to the form recorded in the script used on the source.
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1.7 transcription
capitalize the first word of a title, the first word of a name … as applicable to the language involved
transcribe marks of punctuation as they appear
A.4 For titles with unusual capitalization, follow the capitalization of the title as found on the source of information
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Transcribing titles proper
245 $a Trina’s gide to rock climbing
246 $i Corrected title: $a Trina’s guide to
rock climbing
Trina’s gide [sic] to rock climbing
Trina’s g[u]ide Trina’s gide
[i.e. guide]
RDA 1.7.9 and 2.3.1.4 AACR
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RDA AACR2
element area
authorized access point heading
creator author, illustrator, etc.
preferred name for a person
personal name
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RDA AACR2
preferred title + authorized access point for creator
main entry
preferred title + other information to differentiate
uniform title
collective title uniform titleCALSIS | Grover | March 25, 2011
RDA AACR2
variant access point See reference
authorized access point for related entity
See also reference
carrier description physical description
preferred sources (the sources for information have been expanded too)
chief source
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Before you begin
Determine the mode of issuance
Choose the type of description Develop local policy for alternatives and
options, or decide to leave to the discretion of the individual cataloguer
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1.1.3 Mode of issuance
monograph complete in one part or intended to be completed within a finite number of parts
multipart monograph issued in two or more parts (either simultaneously or successively) that is complete or intended to be completed within a finite number of parts
serial issued in successive parts, usually bearing numbering, no predetermined conclusion
integrating resource added to or changed by means of updates that do not remain discrete
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1.5.1 type of description
comprehensivedescribe a single- or multi-part resource, serial,
integrating resource, assembled collection
analyticaldescribe a part contained within a larger resourcehierarchicaldescribe a resource consisting of 2 or more parts
using both comprehensive and analytical descriptions CALSIS | Grover | March 25, 2011
choices in RDA
elements beyond Core and Core if to include in local cataloguing
alternatives to do something different than instructed
optional omissions optional additions adherence to your local agency’s policies
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choice of different approaches
3.4.5.3 when giving the extent of a resource consisting entirely of unnumbered pages, use one of the following
300 $a 93 unnumbered pages300 $a approximately 90 pages300 $a 1 volume (unpaged)
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0.6 core elements
As a minimum, a resource description should include all the core elements that are applicable and readily ascertainable.
The description should also include any additional elements that are required in a particular case to differentiate the resource from one or more other resources.
The inclusion of other specific elements is discretionary.
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1.3 core elements for manifestations and itemsTitle properStatement of
responsibilityEditionSerials numberingProduction (core if)Publication
Distribution, manufacture (core if)
Copyright dateSeriesIdentifierCarrier typeExtent
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2.2.2 preferred sources
Use formally presented information on title page, cover, caption, masthead, colophon
Treat accompanying material and/or container such as a box in which a game or kit is issued, as part of the resource itself when describing the resource as a whole using a comprehensive description
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2.2.4 other sources
take information from one of the following sources (in order of preference):
a) accompanying material (a leaflet, an "about" file)
b) a container that is not issued as part of the resource itself (a box, case made by the owner)
c) other published descriptions of the resource d) any other available source (a reference source)
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2.3.1 title proper
Transcribe a title as it appears on the source of information and apply the general guidelines on transcription
Optional omission: abridge a long title only if it can be abridged without loss of essential information. Use a mark of omission (…) to indicate such an omission. Never omit any of the first five words
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2.3.1.4 title proper
for monographs: transcribe as it appears245 $a Good faires of New York246 $i Title should read:
$a Good fairies of New York
for serials & integrating resources: correct obvious typographic errors, and make a note
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2.3.4 other title information
do not supply, transcribe what you find, with an exception for cartographic resources and moving image resources
example map 245 $a Vegetation : $b [in Botswana] example moving image
245 $a Annie Hall : $b [trailer]
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2.3.4.3 continuing resources
Record other title information appearing on the same source of information as the title proper
245 $a The Greenwood tree : $b newsletter of the Somerset and Dorset Family History Society
245 $a The purple purla newsletter without a subtitle on resource
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2.3.3.3 parallel titles
transcribe as they appear can be taken from anywhere within the
resource record the titles in the order indicated by the
sequence, layout, or typography of the titles on the source or sources of information
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2.4.2 statement of responsibilitySources that can be used are expanded, so that
only statements taken from outside the resource itself are enclosed in square brackets
2.4.2.2 Take SOR froma) the same source as the title proper b) another source within the resource itself c) one of the other sources of information specified under 2.2.4 CALSIS | Grover | March 25, 2011
2.4.1.4 statement of responsibility
Transcribe a statement of responsibility in the form in which it appears on the source of information
$c created by the fourth grade class of Washington Elementary School, Berkeley, CA
option: abridge without loss of essential information$c sponsored by the Library AssociationSource of information reads: sponsored by the
Library Association (founded 1877)CALSIS | Grover | March 25, 2011
2.4.1.5
Record a statement naming more than one person, family or corporate body as a single statement regardless of whether the persons, etc., named perform the same or different functions
$c by J. David Hulchanski, Philipa Campsie, Shirley B.Y. Chau, Stephen W. Hwang, Emily Paradis, general editors.
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2.4.1.5
optional omission: If a single statement of responsibility names more than three persons, etc., performing the same function or with the same degree of responsibility, omit all but the first of each group … indicate the omission by summarizing … indicate that the summary was taken from a source outside the resource itself
$c by J. David Hulchanski [and four others]
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2.4.1.8 noun phrases in SOR
treat the noun or noun phrase that occurs with a statement of responsibility as part of the statement of responsibility
245 $a Characters from Dickens / $c dramatised adaptations by Barry Campbell245 $a The girl who fell from the sky / $c a
novel by Heidi W. Durrow
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2.5.1 edition
transcribe an edition statement as it appears on the source of information.
apply the general guidelines on transcription given under 1.7 (transcription)
B.4 : for transcribed elements, use only those abbreviations found in the sources of information for the element
250 $a Canadian edition250 $a Northern ed.
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2.6 serials numbering
Record numbers expressed as numerals or as words applying the general guidelines given under 1.8 : transcribe in the form in which they appear
Exception : Substitute a slash for a hyphen, as necessary, for clarity
when describing a serial that has ceased publication, record the numbering for the last issue or part
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2.7 production statement
a statement identifying the place & producer & date(s) of production of a resource in an unpublished form ; includes statements relating to the inscription, fabrication, construction, etc.
2.7.6.6 if the date or an approximate date of production for an unpublished resource cannot reasonably be determined, use
$c date of production not identified
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2.8 publication statement
transcribe places of publication and publishers' names in the form in which they appear on the source of information. Apply the general guidelines on transcription given under 1.7
optional omission : omit levels in a corporate hierarchy that are not required to identify the publisher. Do not use a mark of omission (…) to indicate this has been done
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2.8.2 place of publication
include what is presented on the source record more than one place in the order indicated
on the source, only 1st is required if place is not identified anywhere on the resource
but known, supply it in square brackets if place is uncertain, include a question mark if neither a known nor a probable place of
publication can be determined, use Place of publication not identified
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2.8.4 publisher’s name
transcribe publishers' names in the form in which they appear, optionally omit levels in a corporate hierarchy that are not required to identify the publisher
if the name as transcribed is known to be fictitious, or requires clarification, make a note giving the actual name
if more than one is named, record in the order indicated by the sequence, layout, or typography of the names on the source but only 1st is core
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2.8.6 date of publication
record as it appears if the date as it appears in the resource is known to be
fictitious or incorrect, make a note giving the actual date (see 2.20.7.3)
if date is not found anywhere on the resource but known, supply it in square brackets
if date is uncertain, include a question mark if neither a known nor a probable place of publication can be
determined, use date of publication not identified
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examples of publication statementsElements get their own square brackets
260 $a [London] : $b [Phipps], $c [1870]260 $a Duncan, British Columbia : $b [Eaglecrest Books], $c [2008].
do not add Latin abbreviations260 $a [Place of publication not identified] :
$b [publisher not identified], $c [2020], c2010.
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core if!
production is core for unpublished resources publication is core for published resources distribution is core if publication is not given manufacturer is core if neither distribution or
publication is given
© does not substitute for a publication date
Copyright date is a core element if neither the date of publication nor the date of distribution is identified
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2.12 series statement
transcribe the series title as it appears on the source of information, apply the general guidelines on transcription given under 1.7
record the numbering as it appears on the source of information, Apply the general guidelines on transcription given under 1.7 and the general guidelines on numbers expressed as numerals or as words given under 1.8
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2.15 identifier
take identifiers for the manifestation from any source
if the identifier is one for which there is a prescribed display format (e.g., ISBN, ISSN, URN), record it in accordance with that format
if there is no prescribed display format for the identifier, record it as it appears on the source and precede it with a trade name or the name of the agency responsible for assigning it if available
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3.3 carrier type
select from a controlled list of terms reflecting the format of the storage medium and housing of a carrier in combination with the type of intermediation device required to view, play, run, etc., the content of a resource
use evidence presented by the resource itself (including accompanying material or container) plus take additional evidence from any source
record as many terms as are applicable to the resource being described
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3.4 extent
give the number of units and an appropriate term for the type of carrier as listed under 3.3.1.3
record the term in the singular or plural, as applicable. For instructions on using other terms to designate the type of unit see 3.4.1.5
if the resource consists of more than one type of carrier, record the number of each applicable type. Specify the number of subunits, if applicable, as instructed under 3.4.1.7–3.4.1.9
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3.4.1.5 other terms for carriers
use a term in common usage, including a trade name, if applicablea) if the carrier is in a newly developed format that is not yet covered in the listb) if none of the terms listed is appropriate, orc) as an alternative to a term listed under 3.3.1.3, if preferred by the agency preparing the description.
audio disc or CDcomputer disc or CD-ROM, DVD-ROMvideodisc or DVD, Blue-Ray
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RDA 3.4 extent and 7.15
Extent is core element if the resource is complete or if the total extent is known
300 $a xvii, 323 pages : $b illustrations300 $a 93 unnumbered pages : $b chiefly
illustrations300 $a approximately 90 pages : $b maps (some
colour)300 $a 1 volume (unpaged)
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Extent for a print book
300 $a 153 pages : $b illustrations ; $c 22 cm.
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a volume $2 rdacarrier
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7.15 illustrative Content
if the resource contains illustrative content, record illustration or illustrations, as appropriate
tables containing only words and/or numbers are not considered as illustrative content
disregard illustrated title pages and minor illustrations
include details of the illustrative content if they are considered to be important for identification or selection.
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3 new elements
general material designations in subfield $h have been replaced by 3 new variable fields
336 Content Type (RDA 6.9)
337 Media Type (RDA 3.2)
338 Carrier Type (RDA 3.3) CALSIS | Grover | March 25, 2011
subfields in 336, 337, 338
$a - content/media/carrier type term (R)
$b - content/media/carrier type code (R)
$2 - Source (NR)
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RDA 6.9 Content Type, tag 336
the fundamental form of communication in which the content is expressed and the human sense through which it is intended to be perceived spoken word text computer program
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RDA 3.2 Media Type, tag 337
a categorization reflecting the general type of intermediation device required to view, play, run, etc., the content of a resource audio unmediated computer
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RDA 3.3 Carrier Type, tag 338
a categorization reflecting the format of the storage medium and housing of a carrier
audio disc volume online resource
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The motion picture
245 $a Come, thou tortoise / $c screenplay and direction by Jessica Grant.
336 $a two-dimensional moving image $2 rdacontent337 $a video $2 rdamedia338 $a videodisc $2 rdacarrier
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The printed book
245 $a Come, thou tortoise / $c by Jessica Grant.
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a volume $2 rdacarrier
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Example PDF document
300 $a 1 online resource (ix, 120 pages) : $b illustrations (colour)
336 $a text $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier
Source: Tillett 2010
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Website with maps and photos
300 $a 1 online resource336 $a text $2 rdacontent 336 $a cartographic image $2 rdacontent 336 $a still image $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier
Source: Tillett 2010
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relationships
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types of relationships
Use relationship designators to indicate the specific nature of relationships
between works, expressions, manifestations, and items
see appendix J between a resource and persons, families, and
corporate bodies associated withsee appendix I
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Relate a person to a resource
RDA 18.4 gives 2 methods Authorized access point Identifier
Use appendix I to indicate the specific nature of relationships between a resource and persons, families, and corporate bodies associated with that resource … at the level of specificity that is considered appropriate
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Welcome back subfield $e
100 $a Blais, Marie-Claire, $d 1939- $e author240 $a Belle bête. $l English 245 $a Mad shadows / $ cMarie-Claire Blais ;
translated from the French by Merloyd Lawrence.
700 $a Lawrence, Merloyd, $e translator
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2.4.1.5 & 6.27.1.3 & 19.2.1.3
100 $a Hulchanski, John David. $e editor245 $a Finding home : $b policy options for
addressing homelessness in Canada / $c J. David Hulchanski, Philipa Campsie, Shirley B.Y. Chau, Stephen W. Hwang, Emily Paradis, general editors.
700 $a Campsie, Philippa, $e editor700 $a Chau, Shirley B.Y., $e editor700 $a Hwang, Stephen, $e editor700 $a Paradis, Emily, $e editor
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Relate one resource to another
RDA 24.4 gives 3 methods to show a relationship between resources
method 1 : identifier
020 $a 9781741461633 ISBN for a related manifestation
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Relate one resource to another
RDA 24.4 method 2
Authorized access point245 $a Ten things I hate about you700 $i parody of (work) $a Shakespeare, William, $d 1564–
1616. $t Taming of the shrew
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Relate one resource to another
RDA 24.4 method 3Description, structured or unstructured
500 $a Facsimile of: 2nd edition, revised. — London : Routledge.
500 $a Activities are based on the book How the brain learns, by David A. Sousa, 3rd edition, 2006.
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Attributes of persons
046 special coded dates370 associated place371 address372 field of activity373 affiliation374 occupation375 gender377 associated language
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RDA Appendix K lists possible relationships between persons, families and corporate bodies, e.g., employee, sponsor, descendant family, employer, predecessor.
MARC subfield $i added to 4XX and 5XX Authority is also used to specify these types of relationships.
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Attributes of corporate bodies
046 special coded dates370 associated place371 address372 field of activity377 associated language
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19.2.1.3 recording Creators
Kermit, the Frog
Authorized access point representing the creator for
Before you leap: a frog’s-eye view of life’s greatest lessons / by Kermit the Frog
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recording Families as creators
Austen (Family : Austen, Jane, 1775–1817)
authorized access point representing the creator for published collection of family papers
Austen papers, 1704–1856 / edited by R.A. Austen-Leigh.
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summary of changes
Do not create or introduce abbreviations No instructions to use Latin abbreviations “Take what you see” principle of transcription
means we now transcribe inaccuracies, add a note if warranted
No more GMDs No more rule of 3 Make the relationships between entities
clear(er)CALSIS | Grover | March 25, 2011
summary of changes - 2
Publication date is core for published resources, so a date or probable date or “date of publication not identified” must always be present
Copyright date is a separate element in RDA and is not a substitute for a publication date. Copyright date is a core element if neither the date of publication nor the date of distribution is identified; may use as inferred publication date
If more than one place of pub’n or publisher’s name appears, only the first recorded is required.
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… using the MARC record is a step backward, since it cannot accommodate key RDA concepts like FRBR entities and relationships
--Karen Coyle’s post to RDA-L 8/31/10
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One change to the leader
MARC records containing RDA descriptions will have leader/18 = i indicating ISBD punctuation is present
--redefined codes for this byte
leader/06 Type of record will continue to contain the code for primary content
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040 Cataloging Source
$b language of cataloguing (NR)$e description conventions (R)
040 $a DLC $b eng $c DLC $e rda040 $a CaOTR $b fre $c CaOTR $e rda
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RMWG working principles
MARC21 must remain neutral and flexible as to which types of records, fields and subfields map to which
FRBR entities database designChanges to support the granularity of RDA data are based on
an assessment of the benefits for end-users, and cost implications
http://www.loc.gov/marc/RDAinMARC29.html
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RDA records
In LC’s catalogue http://catalog.loc.govGo to basic searchSearch text: 040e rdaSearch type: expert search
LCCN Permalink: http://lccn.loc.gov/2011280006LCCN Permalink: http://lccn.loc.gov/2010586671
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Questions?
Trina [email protected]
RDA in Canada wikihttp://rdaincanada.wikispaces.com
CALSIS | Grover | March 25, 2011