rda training day mobius conference, columbia, missouri wednesday, june 4, 2014 presenters: charles...
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RDA Training DayMOBIUS Conference, Columbia, Missouri
Wednesday, June 4, 2014
Presenters:Charles Croissant, Senior Catalog LibrarianPius XII Memorial Library, Saint Louis [email protected]
Felicity Dykas, Head, Digital Services Department MU Libraries, University of [email protected]
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“Why Do We Catalog?”
People with information needs Catalog records
Library resources
It’s all about access!
Providing access via any piece of information a user might know:
An author’s name A title An editor’s name A subject Keywords
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How?
Create bibliographic records Bibliographic records in catalogs Catalogs with features and function
Indexing rules Display rules Navigation
Metadata
Metadata: “data about data” Catalog records are metadata
Library resource = Data Catalog record = Data about the
resource = Metadata Important:
Consistency Standardization Using controlled vocabularies (thesauri)
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“Why RDA?”
Evolving cataloging environment RDA an improvement over AACR2
“Why don’t we just revise AACR2?”
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The Cataloging Environment -- Internet
Catalogs are no longer in isolation Global access to data “linked data systems”
Integrate bibliographic data with wider Internet environment Share data beyond institutions Any user – any place – any time
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Web frontend
Services
VIAF
Databases, Repositories
LCSH
The Cataloging Environment
RDA has a philosophical foundation:
FRBRFunctional Requirements for
Bibliographic Records
• International collaboration• Produced by IFLA• Issued in 1997• Pushes us to a higher intellectual rigor
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What do we really mean when we say “book”?
“Book”Door prop(item)
“publication” at bookstore any copy(manifestation)
Cited from Patrick LeBoeuf, former chair of the IFLA FRBR Review Group
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What do we really mean when we say “book”?
“Book”
– Who illustrated this?(expression)
– Who wrote this?(work)
Cited from Patrick LeBoeuf, former chair of the IFLA FRBR Review Group
The FRBR user tasks
Find (a resource that meets certain criteria)
Identify (make sure the resource is the one you want and not some other, similar resource)
Select (from a number of possible resources, select the one that is most useful to you in your particular situation)
Obtain (get it from its current location to a place where you can use it – gaining access to the resource)
(navigate) (being able to make your way through a catalog, a search engine, a Web site to find what you want)
The FRBR Model
• An “entity-relationship” model
– STEP 1: identify all the possible entities in the process you are analyzing.
– STEP 2: Identify all the attributes that can be possessed by a particular entity.
– STEP 3: Identify all the possible relationships that can exist between any two of your entities.
Step 1 of the process identified 3 groups of entities.
Group 1, the Bibliographic Entities:the bibliographic “Great Chain of Being”
Work (the most abstract level) is realized through
Expression is embodied in
Manifestation is exemplified by
• Item (the most concrete level)
WEMI (“work, expression, manifestation, item”)
Work = a distinct creation
Expression = the intellectual or artistic realization of a work
Manifestation = physical embodiment of an expression of a work (i.e., the publication of a particular expression in book form)
Item = a single exemplar of a manifestation (i.e., a single copy of a book)
• The other groups of entities:
• Group 2: The “agent” entities – individual persons, corporate bodies.
• Group 3: The “subject” entities – concepts, events, places, etc., plus any of the Group 1 and Group 2 entities.
Each entity is described by recording its attributes.Entities are linked to each other by relationships.
Leo Tolstoy in FRBR (the “linked data” model)
PERSONTolstoy, Leo1828-1910Russian novelist
WORKAnna KareninaNovel
WORKVoina i mir Novel
Created/Created By
EXPRESSIONWar and peace(English translation)
Created/Created by
Is realized through
PERSONConstance Garnett1861-1946Role: literary translator
Translated
MANIFESTATION1904 English edition of War and peace
Is embodied in
CORPORATE BODYWilliam Heinemann Ltd.English publishing house
Publishes ITEMCopy of Heinemann’s 1904 editionheld by Harvard Library
Is exemplified by
RDA – an overviewWhat RDA is: a set of instructions on how to record bibliographic data
What RDA is not: a display standard(RDA says nothing about how a record should be displayed on your screen; it says nothing about what data format to use)
RDA’s “world view”Bibliographic resources = carriers of content
Content → intellectual
Carrier → physical
Content maps to
Work and Expression level
Carrier maps to
Manifestation and Item level
Moving from MARC to RDA
MARC record structure is “flat”
RDA envisions Linked Data Systems
Author Tolstoy, Leo, graf, 1828-1910. Uniform Title Voĭna i mir. English Title War and peace / Leo Tolstoy ; translated from the
Russian by Richard Pevear and Larissa Volokhonsky.
Edition 1st ed. Published New York : Alfred A. Knopf, 2007. Description xviii, 1273 p. ; 25 cm.Bibliography Includes bibliographical references (p. [1223]-1247)
and index. Subjects Russia -- History -- Alexander I, 1801-1825 -- Fiction.
Napoleonic Wars, 1800-1815 -- Campaigns -- Russia -- Fiction.
Related Author Pevear, Richard, 1943- Volokhonsky, Larissa.
ISBN 9780307266934
A new emphasis in RDA
Relationship designators
Identifiers
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Relationship Designators
(remember relator terms and codes?)
author editor translator compiler conductor composer performer
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Relationship Designators
in MARC: subfield $e 100 1_ Brown, Dan, $e author. 100 1_ Smith, Edward, $d 1954- $e compiler. 700 1_ Lee, Sandra, $d 1971- $e editor. 700 1_ Bernstein, Leornard, $d 1918-1990, $e conductor.
in a Linked Data System: the Designator is a data element of its own could be expressed as a URL
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Identifiers
definition: a character string uniquely associated with an entity (e.g. work, expression, person, corporate body, etc.)
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RDA – Pathway to the Semantic Web
in a Linked Data System:
relationship designators +
identifiers =
more data manipulation by machines
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In bib record for BBC video of Pride and Prejudice:
conventional note:
500 __ Based on the novel by Jane Austen.(Humans can understand this, machines cannot)
In a linked data system:
machines are able to interpret this.
Record for BBC video.Identifier: 2abc15x
Record for the work, Pride and
prejudice by Jane Austen.
Identifier:z345x1bc
defined link:Is Adaptation Of
RDA is granular -- Data elements -- each element contains just one piece of data, of just one type.
RDA’s structure is based on FRBR (no more Areas of Description as in AACR2)
(go to RDA toolkit)
Helpful tools:RDA mappings
Especially MARC Bibliographic to RDA,but also RDA to MARC Bibliographic
Advanced search (icon: magnifying glass)AACR2 rule number search
Group exercise 1
THE CASE FR RDAFree Our Data!
BYBret Dee
University of Versailles
Tom D. KnotCollege of the Plains
Cora Lee Sims
Tia Smart
IFLA
Liberating Library Series PLAINS, MISSOURI The College of the Plains
All Rights Reserved c2012 The College of the Plains
ISBN: 978-0-8014-3005-3
Printed on acid-free paper
(Additional information:Title on cover: The case for RDAPagination: xiv, 345 pagesIllustrations: Screen shots in color, charts, 2 photographsSize: 23 1/2 x 16 cmBibliography at the end of each chapterIndex on pages 340-345)
Login to Connexion Browser
Group exercise 2, Emily Dickinson’s approving God(small groups)
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Page facing title page (“series title page”)
19th century American poetsA series edited by
Paul Everett HansonUniversity of Missouri, Columbia
Volume 21
ISSN: 1358-0422
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Title page verso
First published in 1998
Second corrected edition, 2006prepared by Jane Hutchinson
©1998, ©2006
ISBN: 978-0-8444-1162-0
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RDA “pure”
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RDA and Access Points for Names
Group 2 entities Persons (RDA Chapter 9) (Families) (RDA Chapter 10) Corporate bodies (RDA Chapter 11)
Group 3 entity Place names (RDA Chapter 16)
RDA – Authority records vs.Identity Records
Recording attributes “Core” = always record if available “non-Core” = not required, but a good
idea to record if available Identifying the “preferred name” Establishing the authorized access
point Documenting the decision
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RDA’s workflow for creating identity records
First, record all the available attributes For persons, see Chapter 9.2 through
9.18 (go to RDA Toolkit) Then, determine which attributes
are needed for establishing an “authorized access point” (“AAP”) AAP = “Preferred name” + additional
attributes as instructed, see Chapter 9.19.
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“Identity records” and MARC
To accommodate RDA, the MARC format has added new fields: 370 (associated place) 371 (address) 372 (field of activity) 373 (associated group) 374 (occupation) 375 (gender) 377 (language)
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AACR2 style
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RDA style
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For establishing a personal name, the important chapters are:
9.2. Name of the person 9.19. Constructing access points to
represent persons And chapters for any attributes we need for
1xx. Dates, fuller form of name, titles, etc.
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What is the preferred name of the person?
The preferred name is the name by which the person is commonly known (9.2.2.3)
Names can be taken from any source (9.2.1.2)BUT: There is an order of preference (9.2.2.2): Preferred source of information (in AACR2,
the “chief source of information,” i.e. title page)
Other formal statements Reference sources
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What is the name by which a person is commonly known?
Possibilities: Real name Pseudonym Title of nobility Nickname Initials Other appellation
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55NAXOS
Other details
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8.5 General guidelines on recording names: capitalization, numbers expressed as numerals or words, accents, hyphens, spacing of initials, abbreviations
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Different forms of the same name (9.2.2.5) – see special instructions
If it is known that the person prefers a name that is different from usage (i.e. form found on title pages), follow that preference.
Names in specific categories (e.g., Burmese): See additional instructions.
Name varies in fullness: choose the form most commonly found -- if no form predominates, use the latest form.
Language: Choose the form that is used in most resources.
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9.2.2.9.5 – words, etc., indicating relationship
In Portuguese names, the words Filho, Junior, Neto, Netto, or Sobrinho are part of the surname.
Designations like Jr., Sr., II, III, are recorded as part of the preferred name (compare AACR2) They follow the given name and are
preceded by a comma:Saur, Karl-Otto, Jr.
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Step 3: Construct the authorized access point (AAP) (9.19)
Use the preferred name as the basis of the AAP.
Make additions as instructed in 9.19.1.2-9.19.1.7.
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If the name does not convey the idea of a person, add information even if not needed for differentiation (9.19.1.1) Term that indicates profession or
occupation: Stone Mountain (Writer) Term that indicates a fictitious or
legendary character: Wolverine (Fictitious character)
Term that indicates type, species or breed for non-human entities: Battleship (Race horse)
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Title or other designation associated with the person (9.19.1.2)
Royalty (always): Charles, ǂc Prince of Wales, ǂd 1948-
Nobility (always): Religious rank (if given name is first element and
commonly appears with name): Mary Francis, ǂc Mother, ǂd 1921-
Saint (add unless pope, emperor, empress, king, or queen): Hildegard, ǂc Saint, ǂd 1098-1179
Spirit (always): Presley, Elvis, ǂd 1935-1977 ǂc (Spirit)
Other (if needed): Moses ǂc (Biblical leader)
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Date of Birth and/or Death (9.19.1.3)
Add if known (LC-PCC PS) Use hyphens (LC-PCC PS)
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Fuller Form of Name (9.19.1.4)
Add if needed to differentiate If part of the forename or surname used is
represented by an initial, add if important for differentiation (LC-PCC PS)Eliot, T. S. ǂq (Thomas Stearns), ǂd 1888-1965 [today might not add the fuller form of name]
Add unused forenames or surnames only if needed for differentiation (LC-PCC PS)Richardson, Alan ǂq (Alan John)
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Period of activity of person and/or profession or occupation (9.19.1.5)
Add if needed for differentiation
Allen, Charles, ǂd active 18th century-19th century
Butler, Jean ǂc (Composer)
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Other term of rank, honour, or office (9.19.1.6)
Add if needed to differentiate Must have appeared with name Wood, John ǂc (Captain)
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Other designation (9.19.1.7)
Add if needed to differentiate Nichols, Chris ǂc (Officer of the
North Oxford Association)
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PN summary (for typical names)
Preferred name Always add dates when known Add the following as needed, in this
order of preference Fuller form of name Period of activity or Profession or
occupation Other designation
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Corporate names (11)
Same sources of information Same process
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Conventional names (11.2.2.5.4)
A conventional name is a name, other than the real or official name, by which a corporate body has come to be known. If a body is frequently identified by a conventional name in reference sources in its own language, choose this conventional name as the preferred name.
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Governments. The conventional name of a government is the name of the area exercises jurisdiction. This can be a country, province, state, county, municipality, etc.
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