niso webinar: the future of integrated library systems part 1: rda & cataloging
TRANSCRIPT
The Future of Integrated Library Systems
Part One: RDA & Cataloging
May 11, 2011
Speakers: Robert Maxwell & John Espley
http://www.niso.org/news/events/2011/nisowebinars/rda/
The Future of the ILS :The Potential of RDA
NISO Webinar May 11, 2011
Robert L. MaxwellChair, Special Collections and Formats Catalog
Department Harold B. Lee Library
Brigham Young UniversityProvo, Utah, U.S.A.
Entity-Relationship Model
• Entity: Something that can be distinctly identified.
• Relationship: An association between two or more entities.
• Attribute: A characteristic that may identify instances of entities or relationships.
Entity-Relationship Diagramming
• Entities
• Relationships
• Attributes
Relationship
Entity
Attribute
Entity-Relationship Diagramming
Entity 1
Entity 2
Relationship
Attribute 1
Attribute 2
Attribute 1
Attribute 2
FRBR Entities
• Group 1: The products of intellectual or artistic endeavor. Sometimes called “the primary entities.”– Work: a distinct intellectual or artistic creation– Expression: the intellectual or artistic realization of a work
in some form (e.g. alpha-numeric, musical notation)– Manifestation: the physical embodiment of an expression
(e.g. a print publication)– Item: a copy of a manifestation
FRBR Relationships (Group 1)Work
Expression
Manifestation
Item
realized through
embodied in
exemplified by
FRBR/FRAD Entities
• Group 2: entities responsible for Group 1 entities– Person– Family– Corporate body
FRBR Entities
• Group 3: entities that can be subjects of works– Any group 1 or group 2 entity, and– Concept– Object– Event– Place
FRBR Relationships (Gps 1-2)
Work: Gone with the wind
Person: Martin Beheim-Schwarzbach
Person: Margaret Mitchell
Expression: 1st German expressionExpression: 1st English
Expression
realized through
translated by
has a translation
created by
FRBR/RDA Attributes
• FRBR, a model, defines attributes, but does not tell us how to record the data
• RDA, a cataloging code, defines attributes and does tell us how to record the data
Attributes of Person in RDA
Person Entity AttributesPerson : Mitchell, Margaret
(Margaret Munnerlyn), 1900-1949
Preferred name: Mitchell, Margaret
Variant name: Marsh, John Robert, Mrs.
Date of birth: 1900 November 8
Date of death: 1949 August 16
Gender: female
Place of birth: Atlanta, Ga.
Language of the person: English
Fuller form of name: Margaret Munnerlyn
Possible Cataloger FormPerson descriptionPreferred name: Mitchell, MargaretFuller form : Margaret MunnerlynVariant name: Marsh, John Robert, Mrs.Date of birth: 1900 November 8Date of death: 1949 August 16 Country associated with person: U.S.Period of activity: Field of activity: American
literatureTitle: Profession: authorOther designation: Biographical information:Gender: female Language of the person: EnglishPlace of birth: Atlanta, Ga. Affiliation:Place of death:
System-generated label: Mitchell, Margaret (Margaret Munnerlyn), 1900-1949
Person Entity Attributes (MARC)
046 $f 19001108 $g 19490816100 1 $a Mitchell, Margaret $q (Margaret Munnerlyn), $d
1900-1949400 1 $a Marsh, John Robert, $c Mrs., $d 1900-1949370 $a Atlanta, Ga. $c U.S.372 $a American literature374 $a author375 $a female377 $a eng
Attributes ofWork in RDA
Work Entity Attributes
Work (Gone with the wind)
Preferred title: Gone with the wind
Form of work: Novel
Date of work: 1936
History of the work: Romantic novel first published in May 1936; it won the Pulitzer Prize in 1937.
Summarization of the content: Scarlett O’Hara, the spoiled daughter of a well-to-do plantation owner, must
overcome the challenges facing the South during and after the Civil War
Possible Cataloger FormWork descriptionPreferred title: Gone with the windVariant title:Form of work: novelDate of work: 1936Place of origin:Other distinguishing characteristic:History of the work: Romantic novel first published in May 1936; it won the Pulitzer
Prize in 1937. Summarization of the content: Scarlett O’Hara, the spoiled daughter of a well-to-do
plantation owner, must overcome the challenges facing the South during and after the Civil War.
System-generated label: Mitchell, Margaret (Margaret Munnerlyn), 1900-1949. Gone with the wind
ER Database
Work: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind
Person: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. created
by
ER DatabaseWork: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind
Person: Luaces, Juan G. de
Person: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949.
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English
realized through
translated by
has a translation
created by
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind. Spanish (Luaces and Gómez de la Serna)
Person: Gomez de la Serna, Julio
Possible Cataloger FormManifestation descriptionTitle proper: Gone with the windStatement of responsibility: Margaret MitchellEdition statement: [First edition]Place of publication: New York, NY Publisher’s name: MacmillanDate of publication: 1936Copyright date: ©1936Series statement: Carrier type: volumeExtent: 1037 pagesDimensions: 22 cmIdentifier (ISBN):
ER DatabaseWork: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind
Person: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949.
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English
realized through
created by
embodied in
Manifestation:
Format: volume
Publisher: New York, NY : Macmillan, 1936
Edition: [First edition]
ER DatabaseWork: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind
Person: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949.
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English
realized through
created by
embodied in
Manifestation:
Format: volume
Publisher: New York, NY : Macmillan, 1936
Edition: [First edition]
Manifestation:
Format: volume
Publisher: New York : Scribner, 2011
Edition: 75th anniversary edition
ER DatabaseWork: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind
Person: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949.
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English
realized through
created by
embodied in
Manifestation:
Format: volume
Publisher: New York, NY : Macmillan, 1936
Edition: [First edition]
Manifestation:
Format: volume
Publisher: New York : Scribner, 2011
Edition: 75th anniversary edition
Manifestation:
Format: volume
Publisher: New York : Macmillan, 1961
Edition: Anniversary edition
ER Database Navigation
Work: Gone with the wind (Motion picture)
Derived from
Work: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind.
Work: Randall, Alice, 1959- The wind done gone.
Parody of
Work: Cameron, Judy. The art of Gone with the wind.
has a subject
Work: Haskell, Molly. Frankly, my dear : Gone with the wind revisited.
has a subject
ER Database Navigation
Work: Gone with the wind (Motion picture)
Derived from
Work: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind.
Work: Randall, Alice, 1959- The wind done gone.
Parody of
Work: Cameron, Judy. The art of Gone with the wind.
has a subject
Work: Haskell, Molly. Frankly, my dear : Gone with the wind revisited.
has a subject
ER Database NavigationWork: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind.
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English (Text)
realized through
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
Spanish (Cané F.)
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English (Spoken word)
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind. Spanish (Luaces and Gómez de la Serna)
ER Database NavigationWork: Mitchell, Margaret (Margaret Munnerlyn),
1900-1949. Gone with the wind.
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English (Text)
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
Spanish (Cané F.)
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English (Spoken word)
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind. Spanish (Luaces and Gómez de la Serna)
realized through
ER Database Navigation
embodied in
Manifestation:
Format: Playaway
Publisher: Playaway, ©2009
Item: copy in Main Library at Media Center Desk.
Accession no. G23900
2-week circulation.
Status: CHECKED OUT
exemplified by
Item: copy in Main Library at Media Center Desk.
Accession no. G23901
2-week circulation.
Status: AVAILABLE
Item: copy in Main Library at Special Collections Desk.
Accession no. G23900
Does not circulate. May be used in Reading Room.
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English (Spoken word)
ER Database Navigation
Item: copy in Main Library at Media Center Desk.
Accession no. G23900
2-week circulation.
Status: CHECKED OUT
exemplified by
Item: copy in Main Library at Media Center Desk.
Accession no. G23901
2-week circulation.
Status: AVAILABLE
embodied in
Manifestation:
Format: Playaway
Publisher: Playaway, ©2009
Expression: Mitchell, Margaret (Margaret
Munnerlyn), 1900-1949. Gone with the wind.
English (Spoken word)
Item: copy in Main Library at Special Collections Desk.
Accession no. G23900
Does not circulate. May be used in Reading Room.
ER Database RetrievalPerson descriptionPreferred name: Mitchell, MargaretFuller form : Margaret MunnerlynVariant name: Marsh, John Robert, Mrs.Date of birth: 1900 November 8Date of death: 1949 August 16 Country associated with person: U.S.Period of activity: Field of activity: American
literatureTitle: Profession: authorOther designation: Biographical information:Gender: female Language of the person: EnglishPlace of birth: Atlanta, Ga. Affiliation:Place of death:
System-generated label: Mitchell, Margaret (Margaret Munnerlyn), 1900-1949
ER Database RetrievalPerson descriptionPreferred name: O’Connor, FlanneryFuller form : Mary FlanneryVariant name: O’Connor, Mary FlanneryDate of birth: 1925 March 25Date of death: 1964 August 3 Country associated with person:
U.S.Period of activity: Field of activity: American
literatureTitle: Profession: authorOther designation: Biographical information:Gender: female Language of the person: EnglishPlace of birth: Savannah, Ga. Affiliation:Place of death: Milledgeville, Ga.System-generated label: O’Connor, Flannery (Mary
Flannery), 1925-1964
ER Database RetrievalPerson descriptionPreferred name: Walker, AliceFuller form : Alice MalseniorVariant name: Leventhal, Alice WalkerDate of birth: 1944 February 9Date of death: Country associated with person:
U.S.Period of activity: Field of activity: American
literatureTitle: Profession: authorOther designation: Biographical information:Gender: female Language of the person: EnglishPlace of birth: Eatonton, Ga. Affiliation:Place of death: System-generated label: Walker, Alice (Alice
Malsenior), 1944-
ER Database RetrievalPerson descriptionPreferred name: Miller, CarolineFuller form : Caroline PaffordVariant name:Date of birth: 1903 August 26Date of death: 1992 July 12 Country associated with person:
U.S.Period of activity: Field of activity: American
literatureTitle: Profession: authorOther designation: Biographical information:Gender: female Language of the person: EnglishPlace of birth: Waycross, Ga. Affiliation:Place of death: Waynesville, N.C.System-generated label: Miller, Caroline (Caroline
Pafford), 1903-1992
ER Database RetrievalDatabase SearchPreferred name:Fuller form :Variant name:Date of birth:Date of death: Country associated with person:Period of activity: Field of activity: American
literatureTitle: Profession: authorOther designation: Biographical information:Gender: female Language of the person:Place associated with person: Ga. Affiliation:
ER Database Retrieval
Person: Miller, Caroline (Caroline Pafford), 1903-1992.
Person: Mitchell, Margaret (Margaret Munnerlyn), 1900-1949.
Person: O’Connor, Flannery (Mary Flannery), 1925-1964.
Person: Walker, Alice (Alice Malsenior), 1944-
Georgia women authors in the Library Collection
ER Database Retrieval
embodied in
Manifestation:
Format: volume
Publisher: Foolscap Press, 2007
Expression: Le Guin, Ursula K., 1929- Direction of the
road. English
printer
Corporate body: Foolscap Press
ER Database Retrieval
Database Relationship Search
Choose a relationship to retrieve:
...composerchoreographercreatoreditorfilm directorfilm producerillustratorperformerprintertelevision producer...
ER Database Retrieval
Person: Fontana, Antonio.
Corporate body: Foolscap Press.
Person: Ford, John.
Corporate body: Fortune Press.
Printers in the Library Collection
...
...
ER Database Retrieval
Work: Kolupaev, Viktor Dmitrievich, 1936- Kacheli
otshelńika
Person: Kolupaev, Viktor Dmitrievich, 1936- created
by
Expression: Kolupaev, Viktor Dmitrievich, 1936- Kacheli otshelńika. English
realized throughhas a genre
Concept: Science fiction
ER Database RetrievalPerson descriptionPreferred name: Kolupaev, Victor Dmitrievich Fuller form :Variant name: Kolupayev, VictorDate of birth: 1936 September 19Date of death: 2001 June 4 Country associated with person: RussiaPeriod of activity: Field of activity: Russian literatureTitle: Profession: authorOther designation: Biographical information:Gender: male Language of the person: RussianPlace of birth: Sakha, Russia Affiliation:Place of death:
System-generated label: Kolupaev, Victor Dmitrievich , 1936-2001
ER Database Retrieval
Database Relationship Search
Choose a relationship to retrieve:
...composerchoreographercreatoreditorfilm directorfilm producerillustratorperformerprintertelevision producer...
ER Database Retrieval
Work: [Target set]
Person: [set of Russian person entities]created
by
has a genre
Concept: Science fiction
ER Database Retrieval
Database Relationship Search
Choose a genreto retrieve:
...Road fictionRomances Romans a clef Romantic suspense fiction Science fiction Science fiction films Science fiction radio programs Sea stories Short films...
ER Database Retrieval
Work: [Target set]
Person: [set of Russian person entities]created
by
has a genre
Concept: Science fiction
Expression: [English-language expressions]
realized through
ER Database Retrieval
Expression: Kolupaev, Viktor Dmitrievich, 1936- Kacheli otshelńika. English.
Expression: StrugatUskiĭ, Arkadiĭ Natanovich. DalekaiUa raduga. English.
Expression: Bulychev, K. (Kirill). LiUudi and Chudesa v GusliUare. English.
Expression: Bulgakov, Mikhail Afanasevich, 1891-1940. Rokovye iaitsa. English.
Russian science fiction in English translation in the Library Collection
...
...
Manifestation: The fatal eggs. London, 2003.
Manifestation: Half a life, and other stories. New York, 1977.
Manifestation: Hermit’s swing. New York, 1980.
Manifestation: Far rainbow. New York, 1979.
How do we get there?
• Implement RDA– Agree to include attributes in entity descriptions
that will allow for accurate retrieval• Design a working Entity-Relationship database
structure• Devise ways to deal with legacy MARC data
John Espley
NISO Webinar
May 11, 2011
The Future of ILS:
What an Ideal ILS Might Look Like
Overview
1. RDA Implementation Scenarios2. RDA Workflow3. Simpler RDA Cataloging4. VTLS RDA/FRBR Extensions5. Cataloging Assistance
RDA
• Implementation scenariosNumber 3 – Flat file data structureNumber 2 – Linked bibliographic and authority recordsNumber 1 – Relational/Object oriented data structure
The system of the future!
RDA Workflow
Implementation Scenario 1 the futureCreate WorkAdd Expression Add ManifestationAdd Item/Holdings
Later, when additional Manifestations are acquired Add Expression, if needed Add Manifestation
Metadata and RDA
• MARCDead?
• Dublin Core• MODS• XML• RDA Vocabularies• Many others
• Metadata Management System
RDA Work Record
Preferred titleForm of workDate of work
Authorized access point associated with workPrimarySecondary
NotesSubjects
Concept, Object, Event, Place
RDA Expression Record
Content type Language of Expression Date of Expression Other distinguishing characteristics Notes Authorized access point associated with Expression
RDA Manifestation Record
Title proper Statement of responsibility Edition statement Publication statement
Place, publisher, date Series statement Notes Media type Carrier type Extent
RDA Work template
RDA Work record
Display Work record
1.10 RDA Expression Template
Display RDA Work and Expression
Add RDA Manifestation
RDA Manifestation Template
RDA Manifestation record
Work, Expression, Manifestation
Simpler RDA Cataloging
When additional Manifestations are acquired Add Expression, if needed
• Different language• Different performance• Different content type
Text, Spoken word, Performed music, etc.• Different text
Add Manifestation
Adding a new RDA Manifestation
A new RDA Manifestation
Two RDA Manifestations
The other RDA Manifestation
A new RDA Expression
New RDA Expression
New RDA Expression
Add French RDA Manifestation
French RDA Manifestation
Two RDA Expressions
Display of Selected RDA Work
Expanding the Display
Further expanding the display
VTLS RDA/FRBR Extensions
Related Works Super Works Derivative Works
Reverse trees for better navigation Aggregates
Related Works
A motion picture based on a novel is a new work
A new play derived from a work Rosencrantz and Guildenstern Are Dead by Tom Stoppard
Need to relate the new work to the original work
Super Work or Derivative Work technique Super Work means all related Works are equal Derivative Work means related Works are subordinate to original
Work
Derivative Work Technique
Super Work technique
“Normal” and “Reverse” Trees
“Normal” Tree
“Reverse” Tree
“Reverse” Tree
“Reverse” Tree
“Normal” Tree
RDA Cataloging Assistance
Cataloging assistance Templates for original cataloging RDA Toolkit Macros MARC content designation validation Authority record templates
Questions?
Thank you!