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Cataloguing with RDA: Recording Relationships Based on the LC RDA Training Module F : Relationships in Bibliographic and Authority Records Modified by:

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Presentation on theme: "Cataloguing with RDA: Recording Relationships Based on the LC RDA Training Module F : Relationships in Bibliographic and Authority Records Modified by:"— Presentation transcript:

1 Cataloguing with RDA: Recording Relationships Based on the LC RDA Training Module F : Relationships in Bibliographic and Authority Records Modified by: Chris Oliver McGill University Libraries Canadian Committee on Cataloguing chris.oliver@mcgill.ca Les Moor University of Manitoba Libraries leslie.moor@umanitoba.ca 1

2 Re-Use of Materials This work is licensed under the Creative Commons Attribution-NonCommercial- ShareAlike 2.5 Canada License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc- sa/2.5/ca/ or send a letter to Creative Commons, 444 Castro Street, Suite 900, Mountain View, California, 94041, USA. http://creativecommons.org/licenses/by-nc- sa/2.5/ca/ 2

3 Acknowledgements with many thanks to the Library of Congress for allowing the use and modification of their training modules http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html with many thanks to the copyright holders of RDA Toolkit for permission to copy screens and the RDA logo for educational purposes. All screens copied are identified with: "Screen image from the RDA Toolkit (www.rdatoolkit.org) used by permission of the Co-Publishers for RDA (American Library Association, Canadian Library Association, and CILIP: Chartered Institute of Library and Information Professionals”. 3

4 Outline Terminology Types of relationships Core relationships Relationships in RDA vs. AACR2 Relationships, MARC, and post-MARC Identifying and recording relationships 4

5 Relationships heading main entry added entry reference access point AACR2 relationships 5 RDA

6 Categories of relationships primary relationships w 1  e 1  m 1  i 1 (1 work) RDA section 5 relationships between resource and person, family, corporate body RDA section 6 relationships between resource and concept, object, event, place RDA section 7* relationships between: w 1  w 2 ; e 1  e 2 ; r 1  m 2 ; r 1  i 2 RDA section 8; r = “resource” (any w, e, m, or i) relationships between persons, families, corporate bodies RDA section 9 6

7 Core relationships 0.6.5primary relationships core = work manifested core if = if more than 1 expression of work – expression manifested » » » only predominant or first-named 7

8 Core relationships 0.6.6relationships between resource and person, family, and corporate body core = creator (person, family, corporate body) core if* = other person, family, or corporate body *if needed to construct the authorized access point representing the work for example, defendant, appellant » » » principle responsibility or first-named 8

9 Core relationships 0.6.7subject relationships core = one subject relationship 0.6.8relationships between works, expressions, manifestations, and items no core relationships 0.6.9relationships between persons, families, and corporate bodies no core relationships * * * LC Core – some additional relationships beyond RDA core 9

10 Are relationships important? FRBR and FRAD models: entities -- attributes -- relationships between the entities RDA emphasizes the existence and recording of relationships precise relationships » better navigation » better collocation » better resource discovery for user 10

11 Relationships: AACR2 resource 11

12 Relationships: RDA resource 12

13 Relationship Designators resource author editor work manifested translator subject related work author 13

14 Relationships: MARC Record 100 1_ $a Leacock, Stephen, $d 1896-1944, $e author 100 1_ $a Bach, Johann Sebastian, $d 1685-1750, $e composer 100 1_ $a Gillis, Margie, $e choreographer 110 2_ $a Ontario, $e enacting jurisdiction 100 1_ $a Edwards, Gail, $e author 700 1_ $a Saltman, Judith, $e author 700 1_ $a Leacock, Stephen, $d 1896-1944, $e editor 700 1_ $a Gould, Glenn, $d 1932-1982, $e performer 700 1_ $a Gillis, Margie, $e dancer 700 1_ $a Martchenko, Michael, $e illustrator 14

15 Relationships: RDA Margaret Atwood Is an author of 73 resources Is an editor of 26 resources Is a subject of 168 resources See all 15

16 Relationships and MARC FRBR, FRAD importance of RDA relationships implementing RDA not obvious in a MARC appear to be unimportant environment 16

17 AACR2 + MARC wrapper 100 1 $a Leacock, Stephen, $d 1869-1944. 245 10 $a Sunshine sketches of a little town. 260 $a Toronto : $McClelland & Stewart, $c 1931. no relationships mentioned: creator – work work – expression – manifestation infer relationships 17

18 RDA + MARC wrapper bibliographic record 100 1 $a Leacock, Stephen, $d 1869-1944, $e author. 245 10 $a Sunshine sketches of a little town. 264 1 $a Toronto : $McClelland & Stewart, $c 1931. in RDA context, unlikely to have no statement of responsibility RDA record would contain additional data about the work manifested but even if there were no other data, relationship can be defined precisely 18

19 RDA + post MARC 21 for example name of a person ------- title of book RDA + post MARC 21 record environment data about entities data about relationships no MARC record wrapper data about the resource holds together through the defined relationships 19

20 Relationships: 2 aspects workrelationship expression workrelationship person work Xrelationship work Y corporate body Arelationship corporate body B entity Aentity B relationship 20

21 1. Existence of relationship signal the existence of a relationship between entities RDA 17.4 conventions to record primary relationships: identifier ISBN, ISMW, URI authorized access point for work or expression composite description (describe manifestation and then add one or more elements identifying the work, expression, item) 21

22 1. Existence of relationship signal the existence of a relationship between entities RDA 18.4 conventions to record persons, families and corporate bodies associated with the resource: identifier LAC control number authorized access point for person, family or corporate body 22

23 1. Existence of relationship signal the existence of a relationship between entities RDA 24.4 recording relationships between works, expressions, manifestations and items: identifier ISSN, ISBN, URI authorized access point for related work or expression description of related work, expression, manifestation, or item 23

24 Relationships: 2 aspects workrelationship expression workrelationship person work Xrelationship work Y corporate body Arelationship corporate body B entity Aentity B relationship 24

25 Relationships: 2 aspects workrealization expression workcreated by person work Xparody of work Y corporate body Asuccessor of corporate body B entity Aentity B relationship C 25

26 2. Precise type of relationship use of relationship designators RDA appendices I, J, and K Relationship designators for creators artist author cartographer compiler enacting jurisdiction photographer programmer 26

27 2. Precise type of relationship use of relationship designators RDA appendices I, J, and K Relationship designators for persons, families and corporate bodies associated with an expression arranger of music costume designer performer actor conductor moderator narrator 27

28 2. Precise type of relationship use of relationship designators RDA appendices I, J, and K Derivative work relationships based on abridgement of adaptation of dramatization of motion picture adaptation of indexing for musical setting of 28

29 2. Precise type of relationship use of relationship designators RDA appendices I, J, and K Person to other person alternate identity real identity Person to family family member progenitor Person to corporate body employee founder incumbent 29

30 Relationship designators RDA appendices I, J, and K o not closed lists o possible to suggest other terms o not core 30

31 MARC + relationship designators relationship designators in MARC records >>> added to authorized access point for: person, family or corporate body use $e in 1XX or 7XX for bibliographic records (or possible to use $4) do not use $e in authority records 31

32 MARC + relationship designators relationship designators in MARC records >>> added to authorized access point for: related works and expressions use $i in bibliographic records access points, linking fields except if MARC coding already indicates relationship do not use in 1XX of authority records Example… 32

33 MARC + relationship designators 245 00 $a Alice in Wonderland, or, What's a nice kid like you doing in a place like this? / $c Hanna-Barbera Productions. 700 1# $i parody of (work) $a Carroll, Lewis, $d 1832-1898. $t Alice's adventures in Wonderland. 33

34 “Justification” AACR2 description add access points to be able to find access point has to be justified justification must be in the description RDA access point does not require justification within “the description” every piece of data that you record is usable; data elements are distinct, defined and independent 34

35 P/F/CB relationship to resource personwork familyexpression corporate bodymanifestation item 35

36 MARC 21: P/F/CB and work authorized access point how many???no more “rule of three” RDA core, LC core policy at one’s own library cataloguer judgment creator (RDA 19.2) 1 creator1XX more than 1 creator1XX and 7XX may use relationship designators$e 36

37 MARC 21: P/F/CB and work creator -- core = principal or first named (RDA 19.2) 100 1 $a Leacock, Stephen, $d 1896-1944, $e author. 100 1 $a Bach, Johann Sebastian, $d 1685-1750, $e composer. 100 1 $a Gillis, Margie, $e choreographer. 110 2 $a Ontario, $e enacting jurisdiction. -------------------------------------------------------------------------------------------------------- 100 1 $a Edwards, Gail, $e author. 245 10 $a Picturing Canada : $b a history of Canadian children’s illustrated books and publishing / $c Gail Edwards and Judith Saltman. 700 1 $a Saltman, Judith, $e author 37

38 MARC 21: P/F/CB and work others associated with a work (RDA 19.3) not core; follow policy or cataloguer judgment 700 1 $a Leacock, Stephen, $d 1896-1944, $e addressee. 710 2 $a McCord Museum, $e host institution. 710 2 $a Royal Canadian Geographical Society, $e issuing body. 38

39 MARC 21: P/F/CB and expression contributor to the expression (RDA 20.2) 700 1 $a Leacock, Stephen, $d 1896-1944, $e editor. 700 1 $a Gould, Glenn, $d 1932-1982, $e performer. 700 1 $a Gillis, Margie, $e dancer. 700 1 $a Saint Germain, Michel, $e translator. - --------------------------------------------------------------------------- 100 1 $a Munsch, Robert N., $d 1945- $e author. 245 10 $a Moira’s birthday / $c story by Robert Munsch ; art by Michael Martchenko. 700 1 $a Martchenko, Michael, $e illustrator. 39

40 MARC 21: P/F/CB and expression do not require justification for example, if there is no statement about the illustrator in the description, one can still have the 700 100 1 $a Munsch, Robert N., $d 1945- $e author. 245 10 $a Moira’s birthday / $c story by Robert Munsch. 700 1 $a Martchenko, Michael, $e illustrator. also possible, but nature of relationships less clear: 100 1 $a Munsch, Robert N., $d 1945- 245 10 $a Moira’s birthday / $c story by Robert Munsch. 700 1 $a Martchenko, Michael. 40

41 MARC 21: P/F/CB + item roles that change from one item to another: for example:former owner annotator binder curator 561 $a Author’s signed presentation copy to Hugh and Tota MacLennan. $5 CaQMM 700 1 $a MacLennan, Hugh, $d 1907-1990, $e former owner. $5 CaQMM 41

42 Related resources workexpressionmanifestationitem related worksRDA 25 related expressionsRDA 26 related manifestationsRDA 27 related itemsRDA 28 42

43 Related works Derivative – adaptation of (work) – libretto based on (work) – parody of (work) Descriptive (subject) Whole-part – contains/contained in – series Accompanying – concordance – finding aid – supplement Sequential – continues – sequel to – supersedes 43

44 MARC 21 and related work Derivative relationship: 100 1 $a Mitchell, Ken, $d 1940- 245 14 $a The heroic adventures of Donny Coyote / $c Ken Mitchell. 264 1 $a Regina : $b Coteau Books, $c [2003]. 500 $a Based on Don Quixote, by Miguel de Cervantes Saavedra. 700 1 $i Based on: $a Cervantes Saavedra, Miguel de, $d 1547- 1616. $t Don Quixote. unstructured description and authorized access point with relationship designator (500 not required) 44

45 MARC 21 and related work Whole-part relationship: 100 1 $a Pollock, Sharon. 245 10 $a Sharon Pollock : $b three plays / $c introductory essay by Sherrill Grace. 264 1 $a Toronto : $b Playwrights Canada Press, $c 2003. 505 0 $a Moving pictures -- End dreams -- Angel's trumpet. 700 12 $a Pollock, Sharon. $t Moving pictures. 700 12 $a Pollock, Sharon. $t End dreams 700 12 $a Pollock, Sharon. $t Angel’s trumpet 505 = structured description – not required no relationship designators because 700 2 nd ind = 2 45

46 Related expressions same types of relationships as related works some common expression relationships: – Derivative revision of adaptation of (expression) translation of – Whole/part for example, translations in a compilation 46

47 MARC 21 and related expression translation 100 1 $a Leacock, Stephen, $d 1869-1944. 240 10 $a Sunshine sketches of a little town. $l French 245 13 $a Un été à Mariposa : croquis en clin d’oeil / $c Stephen Leacock ; traduit du canadien-anglais par Élise de Bellefeuille et Michel St-Germain. 700 1 $i translation of: $a Leacock, Stephen, $d 1869-1944. $t Sunshine sketches of a little town. 47

48 MARC 21 and related expression translation 100 1 $a Leacock, Stephen, $d 1869-1944. 240 10 $a Sunshine sketches of a little town. $l French 245 13 $a Un été à Mariposa : croquis en clin d’oeil / $c Stephen Leacock ; traduit du canadien-anglais par Élise de Bellefeuille et Michel St-Germain. 500 $a Translation of: Sunshine sketches of a little town / Stephen Leacock. 100 + 240 = authorized access point representing the expression 500 = structured description (instead could have structured description in 765) 48

49 Related manifestation some common related manifestation relationships: – Equivalent reproduction electronic reproduction reprint also issued as – whole-part insert special issue – Accompanying issued with 49

50 MARC 21 and related item when it only applies to a specific item (copy specific) 501 $a Bound with: ____________________. $5 CaQMM 50

51 Exercises Relationships Exercise 51

52 Relationships between P/F/CB personfamilycorporate body related personsRDA 30 related familiesRDA 31 related corporate bodiesRDA 32 52

53 Relationships between P/F/CB relationships recorded in authority records may use relationship designators in $i if not already indicated by other MARC coding, for example, $w 100 1 $a Carroll, Lewis, $d 1832-1898. 500 1 $w r $i Real identity: $a Dodgson, Charles Lutwidge, $d 1832-1898. $w r = relationship designation is in $i 53

54 Relationships between P/F/CB 110 2 $a Library and Archives Canada 510 2 $w a $a National Archives of Canada 510 2 $w a $a National Library of Canada 54

55 Relationships between P/F/CB 100 1# $a Leacock, Stephen, $d 1869-1944. 510 2# $w r $i Employer: $a McGill University 55

56 Relationships demand attention important for resource discovery not always obvious in MARC environment crucial in post-MARC environment during RDA implementation, attention tends to focus on entities and attributes don’t forget to think in terms of relationships between entities 56

57 References Based on: Library of Congress. Module F. Relationships in bibliographic and authority records. Module prepared as part of RDA Refresher Training at LC (October 2011) http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html Also: Document R-5 on LC policy for encoding information in MARC bibliographic and authority records Document R-6: name authority record examples Also all modules, documents and exercises prepared for refresher: http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html Also: Examples folders on LC RDA site: http://www.loc.gov/aba/rda/training_examples.html See also newest module on relationships (module 4, August 2012): http://www.loc.gov/catworkshop/RDA%20training%20materials/LC%20RDA% 20Training/LC%20RDA%20course%20table.html 57

58 References Library of Congress. Module 5. Relationships. Module prepared by the Library of Congress for the Georgia Public Library Cataloging Summit (August 2011) Also all modules, documents and exercises prepared for the Summit: http://www.loc.gov/aba/rda/Georgia_training_aug_2011.html RDA in MARC, October 2012. http://www.loc.gov/marc/RDAinMARC-10-12.html RDA Toolkit. Access at http://access.rdatoolkit.org/ (subscription required beyond table of contents)http://access.rdatoolkit.org/ RDA Record Examples http://www.loc.gov/catworkshop/RDA%20training%20materials/SCT%20RD A%20Records%20TG/index.html 58


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