chris oliver may 4 th, 2009 for mla rda and aacr2

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Chris Oliver May 4 th , 2009 for MLA RDA and AACR2

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Page 1: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Chris Oliver

May 4th, 2009

for MLA

RDA and AACR2

Page 2: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Outline

RDA: relationship to AACR2

continuity with AACR2

differences from AACR2

examples to illustrate comparisons

Page 3: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Challenges of online environment

changing cataloguing environment new types of resourceswork in an online, networked environment

Page 4: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Problems with AACR2

written in the context of card catalogues e.g. space-saving limitations (rule of 3,

abbreviations)

inadequate rules for the description of new types of resources

lack of theoretical framework to act as reference point when dealing with new situations

Page 5: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Problems identifiedConference in 1997:

International Conference on the Principles & Future Development of AACR, Toronto

Experts identified key issues: PrinciplesContent vs. carrierLogical structure of AACR2Seriality Internationalization

Page 6: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

International developmentsFRBR + FRAD

IME-ICC and the groundwork for revised internationally accepted cataloguing principles (2003-2009)

strong foundation of international consensus

Page 7: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Revisions are not enough

revisions only give partial solutionse.g. revision of rule 0.24 e.g. new chapter 12

issues not resolvede.g. logical inconsistency

remains difficult to adapt rules for new media and publication types

Page 8: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

AACR2 AACR3 in 2004, plans for a new edition:

AACR3: resource description and access

change the structure of Part 1add theoretical frameworkmaintain content of AACR2 rules

Page 9: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

AACR3 RDAin 2005: go further!

Page 10: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA replaces AACR2

RDA is different from AACR2new standard

designed for the online environment

built on a theoretical framework

developed in dialogue with other metadata communities

flexible for use beyond the traditional library application

intended for world-wide use

Page 11: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA replaces AACR2RDA replaces AACR2

last amendments to AACR2 released in 2005

RDA compatible with AACR2 data

From the Strategic Plan for RDA:

“Be compatible with those descriptions and access points devised using AACR2, and present in existing catalogues and databases”

Page 12: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA replaces AACR2

RDA builds on the foundation of AACR2

RDA Statement of purpose:

“Built on foundations established by the Anglo-American Cataloguing Rules (AACR), RDA will provide a comprehensive set of guidelines and instructions on resource description and access covering all types of content and media”

Page 13: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA builds on AACR2

RDA builds on the strengths of AACR2

AACR2 is used around the world

translated into 24 languages

constantly evolving

based on common usage, common citation practices and real publication practices

enables the sharing of records

Page 14: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA goes beyond AACR2

aligned with the FRBR and FRAD conceptual models:

FRBRFunctional Requirementsfor Bibliographic Records

FRAD Functional Requirements for Authority Data

Page 15: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

AACR2 RDA RDA new logical organization

alignment with FRBR/FRAD conceptual models

AACR2 deconstructed

+

some changes

+

new vocabulary

+

new organization

Page 16: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Reconstruction into RDA

every word has changed

many instructions show visible continuity with AACR2

Page 17: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Changes from AACR2strong theoretical basis

new way of thinking about cataloguing and new structure to support it

“designed for the digital world” take advantage of new database structures better description of digital resources support for use in the semantic web re-use metadata to be used as a web tool

Page 18: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Changes from AACR2new extensible framework for the description of all types of content and media

support for better navigation and better data display

not just for libraries

world-wide use

Page 19: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

FRBR + FRAD in RDA

structure of RDA

user tasks

FRBR and FRAD vocabulary and concepts

explicit explanation of the relation between the instructions and the user tasks (functional objectives)

emphasis on relationships and on clarifying the nature of the relationships

FRBR perspective: bibliographic record in the context of a large catalogue or database

Page 20: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA StructureIntroduction

10 sections:Sections 1-4 = Recording attributes

Sections 5-10 = Recording relationships

Appendicescapitalization, abbreviations, initial articles, data

presentation, relationship designators, examples

Glossary

Page 21: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA vs AACR2Organization of the guidelines

RDA AACR2

Recording attributes Description Recording relationships Headings, uniform

titles and references

FRBR/FRAD entities class of materialtypes of headings

data for authority control references

1 chapter = 1 user task user is in the shadows

Page 22: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

FRBR relationshipsrelationships within the family of one work:

work-expression-manifestation-item

relationships between works, between expressions, between manifestations, between items

relationships between a person (or corporate body or family) and a work, or expression, or manifestation, or item

relationships between persons, corporate bodies and families

subject relationships

relationships between subjects

Page 23: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Relationships in RDAaccess points no limit to the number of access points

controlled vocabulary for relationship designators Appendices I, J, K and L

e.g. transformation

Hamlet by William Shakespeare

Hamlet : opéra en cinq actes musique de Ambroise Thomas; paroles de Michel Carré et Jules Barbier

Page 24: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Relationship designators

J.2 Relationship designators for related works

based on (work) libretto based on (work)

A work used as the basis for the text of an opera or other work for the musical stage

derivative workbasis for libretto (work)

A work that comprises the text of an opera or other work for the musical stage based on the source work

Page 25: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Relationship designators

I.2 Relationship designators for works

I.2.1 Relationship designators for creators

work level author

work level librettist1.3 Relationship designators for expressions

expression level narrator

expression level translator

(added to preferred access point for the creator)

Page 26: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Access point for expression6.27.3 Preferred Access Point Representing an

Expression

Add to the preferred access point for the work, as applicable:

a) a term indicating content type

b) the date of the expression

c) language of the expression

d) a term indicating another distinguishing characteristic of the expression

Shakespeare, William, 1564-1616. Hamlet. Spoken word

Page 27: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

“Designed for the digital world”

work with existing catalogues and database structures

take advantage of newly emerging database structures

re-use of metadata

metadata for the semantic web

describe and give access to all types of resources, analog, digital, etc.

Page 28: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA vs AACR2RDA: “to take advantage of the digital environment” stop fussing about abbreviations more “take as is” – principle of representation transcribe inaccuracies; add note if necessary enable re-use of metadata

AACR2: rules from the card catalogue erawhen to abbreviate, when not to abbreviate“transcription” but also required to omit and

sometimes to supply datause of [sic] or correction of inaccuracies

Page 29: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

AACR2

1.2B1. Transcribe the edition statement as found on the item. Use abbreviations as instructed in appendix B and numerals as instructed in appendix C.

RDA

2.5.1.4. Transcribe an edition statement as it appears on

the source of information.

No instruction to abbreviate.

Appendix B Abbreviations

B.4. Transcribed Elements

For transcribed elements, use only those abbreviations found in the sources of information for the element.

Page 30: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

AACR2

1.1F7. [4 conditions when you do record titles of nobility, address, etc.]

… Otherwise, omit all such data from statements of responsibility.

RDA

2.4.1.4. Transcribe a statement of responsibility in the form in which it appears on the source of information. Apply the general guidelines on transcription given under 1.7.

no instructions to omit data in 1.7

2.4.1.4 Optional Omission

Abridge a statement of responsibility only if it can be abridged without loss of essential information.

Page 31: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDAnew standard, new format1st release will be as an online tool

written as an online tool

online tool also delivers additional functionality

e.g., includes mapping between AACR2 rules and RDA guidelines

easier to use, easier to teach

individual or collaborative use

efficiency and customization

Page 32: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

New RDA vocabularyheading access point

area element

uniform title preferred title

name of the work

see reference variant access point

main entry preferred access point

physical describing carriersdescription

choosing recording relationships added entries

Page 33: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Reconstruction into RDA

every word has changed

many instructions show visible continuity with AACR2

Page 34: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

AACR221 Choice of Access Points

21.30J2 Variant title. If considered necessary for access, make an added entry for any version of the title (e.g., cover title …) that is significantly different from the title proper.

RDA2.3 Title

2.3.6.3 Recording Variant Titles

Record variant titles that are considered to be important for identification or access applying the basic instructions on recording titles given under 2.3.1

Page 35: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

AACR225 Uniform Titles

25.3 Works created after 150025.3A Use the title or form of title in the original language by which a work created after 1500 has become known through use in manifestations of the work or in reference sources.

RDA6.2.2 Preferred Title for the Work

6.2.2.4 Works Created After 1500

For works created after 1500, choose as the preferred title the title in the original language by which the work has become known through use in resources embodying the work or in reference sources.

Page 36: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA, a content standardnew standard = content standard“what data should I record?”

use with different encoding schema

e.g. MARC21, Dublin Core, LOM, etc.

use with different display conventions

e.g. ISBD, label display, etc.

Page 37: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA vs AACR2RDA: content standard not a display standard use with many encoding schema data elements use by non-library metadata communities

AACR2: content and display many display conventions already ignored“areas” with string of data tied together: not

friendly for use in a web environment the library’s standard

Page 38: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA vs AACR2

RDA: “to describe all types of resources” three separate elements to record:

Content typeMedia typeCarrier type

AACR2: problems with new types of resourceslimitations of rule 0.24rules organized according to “class of material” limited list of GMDs

Page 39: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA vs AACR2using RDA’s new framework:

book Content type = text Media type = unmediated Carrier type = volume

music CD Content type = performed music Media type = audio Media type = computer Carrier type = audio disc Carrier type = computer disc

Page 40: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA vs AACR2

using RDA’s new framework:

streaming video Content type = moving image Media type = video Carrier type = online resource

web page Content type = text Media type = computer Carrier type = online resource

Page 41: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA vs AACR2RDA: more information for users no more restrictions such as “rule of three” make the relationships between entities clear to

the user:

appendices I, J and K = lists of relationship designators

no more Latin abbreviations

AACR2: limitations of the 3 x 5 card “rule of three” more focus on single record, less on relationships “et al.”, “S.l.”, “s.n.”

Page 42: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

AACR2

21.6B and 21.6C

distinctions are made when two, three or four or more persons or bodies share responsibility

21.6B1. If, in a work of shared responsibility, principal responsibility is attributed … to one person or corporate body, enter under the heading for that person or body … Make added entries under the headings for other persons or bodies involved if there are not more than two.

RDA

no instructions to limit the number of access points

Page 43: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDAno instructions to limit the number of access points

6.27.1.3. Alternative

Include in the preferred access point representing the work the preferred access points for all creators named in resources embodying the work or in reference sources (in the order in which they are named in those sources), formulated according to the guidelines and instructions given under 9.1.1 , 10.10.1 , or 11.12.1 , as applicable.

Example:Gumbley, Warren, 1962– ; Johns, Dilys; Law, Garry. Management of wetland archaeological sites in New Zealand

Page 44: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Latin abbreviations gone

instead of [et al.] [and six others]

instead of [S.l.] Place of publication not identified

instead of [s.n.] publisher not identified

Page 45: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

More for digital resourcesnew data elements: record carrier type for online resource; record extent:

1 online resource (1 image file)

1 online resource (75 pages) file type

data file

streaming video file encoding format

DAISY GIF HTML

audio DVD audio image JPEG text PDF

MP3 TIFF MS Word

uniform resource locator

Page 46: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

RDA, a new standardstandard for recording metadata

easier to apply: consistency, principles

works for both traditional and digital resources

record sufficient metadata to support better navigation and better data display

record data in separate data elements to support improved searching

extensible framework for technical and content description of new types of resources

focus on creating data to fulfill user tasks

Page 47: Chris Oliver May 4 th, 2009 for MLA RDA and AACR2

Thank you!

Questions?

contact info: [email protected]