catalog enrichment for rda - adding relationship designators (in koha)

Catalog Enrichment for RDAadding relationship designators (in Koha)

Stefano BargioniPontificia Università della Santa Croce - Rome

35th ADLUG MeetingSep. 21-23, 2016Portugalete (Spain)

Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain)

Relator Terms in RDA

Basic ideas (1)

Relationship designators, aka relator terms, explain the role(s) of an author in a work (manifestation)

Apply to personal, corporate or meeting names,

in main entry and added entries as well

MARC21: 100, 110, 111; 700, 710, 711; 720

Unimarc: 700, 701, 702; 710, 711, 712; 720, 721, 722

Repeatable both for main and added entries

Not including name-titles 2


Relator Terms in RDA

Basic ideas (2)

In MARC21 they are expressed as text strings (subfield e), and/or a 3 characters code (subfield 4); see https://www.loc.gov/marc/relators/relacode.html

In Unimarc they are expressed as numeric codes, and shown as text strings by the software; see http://archive.ifla.org/VI/3/p1996-1/appx-c.htm

A very useful tool, for both MARC flavors (in Italian):http://www.urfm.braidense.it/risorse/searchrelator.php

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https://www.loc.gov/marc/relators/relacode.html

http://archive.ifla.org/VI/3/p1996-1/appx-c.htm

http://www.urfm.braidense.it/risorse/searchrelator.php


Cataloging using relator terms and codes

The complete list is very large

- www.loc.gov/marc/relators/relacode.html

- we selected only the terms we will apply

The text of the terms can be difficult to remember, and error prone while typing

- we chose to use a popup menu for $e

The value chosen for $e corresponds to a unique $4 code

- we chose to generate $4 automatically from the $e

4

https://www.loc.gov/marc/relators/relacode.html



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popup menu



$e is filled in using the language of the cataloging agency (Italian)

$4 is a language independent code, useful for

- translation in the OPAC

- copy cataloging from foreign libraries

- linked data environments

$4 is filled in on record save

- JavaScript code added to Koha

Suggestion: use both relator term and code.

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Adding relationships to old records

158930 bibliographic records at Pontificia Università della Santa Croce

7

1xx13296983.6%

7xx5675735.7%

3384821.3%


Adding relationships to old recordsautomatically

The most used value for 1xx is $e author $4 aut; exceptions:

- Film director (fmd)

- Composer [musical work] (cmp)

- …

A batch change to records where 1xx is present, without any 7xx, can be applied to add $e(j) and $4:

~ 99000 records updated

No partially updated records (lame)

- for users

- for catalogers 8


Adding relationships to old recordsautomatically

When 7xx occurs only once, information from other tags of the bibliographic record can be used to assign the relator term and code:

- 245$c Statement of responsibility

- 505$a Formatted contents note

- 250$b Remainder of edition statement

- 008:30 1 = festschrift

- ...

9


The 7xx is an editor (edt) if the statement of responsibility or the contents note contain:

14,545 records updated

Adding relationships to old records245$c or 505$a

10

a cura dcuratoreedizione correttaedizione rivedutaedizione rifattatesto stabilitocuranteediditcuravitcura et studiostudio et cura

editumeditadedited byrevisededitorhrsgherausgegebentexte établieditééditéudgivne...


testo criticotexte critiqueedición críticacritical editionkritische Ausgabe

182 records updated

The 7xx is an editor (edt) if the statement of responsibility contains:

Adding relationships to old records245$c

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The 7xx is an editor (edt) if the remainder of edition statement exists.

464 records updated

Adding relationships to old records250$b

12


The 7xx is an honored (hnr) if the festschrift flag is set in 008:30.

73 records updated

Adding relationships to old records008:30

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The 7xx is a joint author (aut) if the statement of responsibility resembles the text contained in 1xx$a and 7xx$a.

2,206 records updated

Examples:

Adding relationships to old records245$c, 1xx$a and 7xx$a

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Statement of respo. (245$c) Name main entry (1xx$a) Name added entry (7xx$a)

First name1 Last name1,First name2 Last name2 Last name1, First name1 Last name2, First name2

[by] First name1 Last name1 and

First name2 Last name2Last name1, First name1 Last name2, First name2

George A. Kelly, John Flynn Kelly, George Anthony Flynn, John


Adding relationships to old records245$c, with two or three 7xx$a

When the statement of responsibility is -let's say- relatively simple, no 1xx exist, and more than one name added entries exist, we can assign relator terms and codes to 7xx.

2,725 records updated. Examples:

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Statement of respo. (245$c) Name added entries (7xx$a) Relator Term (Code)for each 7xx

a cura di Manlio Sodi, Giacomo Baroffio, Alessandro Toniolo.

Baroffio, GiacomoSodi, Manlio

Toniolo, Alessandroeditor (edt)

H. Tristram Engelhardt, and Mark J. Cherry, editors.

Engelhardt, Hugh TristramCherry, Mark J. editor (edt)

[hrsg. von Ernst Bornemann und Gustav von Mann-

Tiechler].

Bornemann, ErnstMann-Tiechler, Gustav von editor (edt)


Adding relationships to old records245$c, with many 7xx$a$t

About records where 1xx is present, and 7xx are only name-titles (7xx$a$t), in our library it arose a discussion about the meanings of 7xx$e:

is the $e the role in the manifestation described in the bib record?ordoes the $e refers to the role of the secondary author in the work or expression described in the 7xx?

We know from Casalini that in this case the LoC doesn't use the 7xx$e subfield.

We decided to leave the record unchanged, and wait for more information about this kind of records.

712 records are involved.

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Algorithms seem not available when a complex 245$c and more than one added entry are present in the bibliographic record. Examples:

Other cases

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Statement of responsibility (245$c) 7xx$a

Emil Schürer ; edizione diretta e riveduta da Geza Vermes, Fergus Millar, Matthew Black, Martin Goodman ; con la collaborazione di Pamela Vermes.

Black, Matthew.Chiesa, Bruno.Firpo, Giulio.Goodman, Martin.Soffritti, Omero.Vermes, Pamela.Gianotto, Claudio.Millar, Fergus.Vermès, Géza.

Apollinare ... [et al.] ; testi originali, introduzione, note e traduzione a cura di Enzo Bellini.

Apollinaris Laodicensis.Bellini, Enzo.

cinquantennaire de la Faculté de droit canonique, Paris, 22-26 avril 1947.

Université catholique de Paris. $b Faculté de droit canonique.


Other cases

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In these cases, and for original cataloging of course, applying relator terms and codes is not a trivial task -- a professional cataloging experience is required, including some specific skills.

Thus, to complete the process of updating old records, a manual action is required.

It is a repetitive task. A tool with specific functionalities was prepared, thanks to Koha APIs.


RP7 - a tool for cataloguers

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Statistics

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Batch updates %

- 1xx without 7xx 99121 62.3

- others 19838 12.5

Manual updates 39971 25.2

TOTAL 158930 100.0


Adding relator terms and codesto new records

Can be facilitated modifying the cataloguing interface:

- a popup menu for 7xx$e/j -- a closed list of values (a reduced set of all terms)

- a popup menu with a default value for 1xx$e/j -- author

- $4 filled up automatically on saving -- relator codes are difficult to remember

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Applications in the OPAC

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new info(in Italian)



Words author, editor, translator… are added to the author index.

Users can perform narrower searches, like

au:Ratzinger and au:author

au:Fabro not au:translator

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Authors are related each other in the catalog, and their relationships -thanks to relator terms- are qualified:

Ferrari, Silvio is author of "Derecho y religión..." where Ibán, Iván is joint author

Ferrari, Silvio is editor of "La tutela…" where Scovazzi, Tullio is editor as well

…

A group of names form a "cloud" around a name, with valuable information:

- who studied his/her works

- who was studied by him/her

- who worked with him/her

- …24


The Name Cloud, part 1

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http://catalogo.pusc.it/pusc_name_cloud2.html?authid=40896


The Name Cloud, part 2

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http://catalogo.pusc.it/pusc_name_cloud2.html?authid=40896


Conclusions

Adding relationship designators to old bibliographic records is possible for a large part of a library catalog.A good analysis of data is required, as well as good software tools and skills to perform batch updates.

Adding relationship designators to new bibliographic records requires to help the staff adding some functionalities to the cataloging module.

Their introduction leverages new services in the OPAC, enriches information about authors and adds properties to the relationships among them.

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The end...

Thank youGraciasGrazie

Eskerrik asko28

catalog enrichment for rda - adding relationship designators (in koha)

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