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Module 8: Cataloguing with RDA: Recording Relationships Based on the LC RDA Training Module F : Relationships in Bibliographic and Authority Records Modified.

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Presentation on theme: "Module 8: Cataloguing with RDA: Recording Relationships Based on the LC RDA Training Module F : Relationships in Bibliographic and Authority Records Modified."— Presentation transcript:

1 Module 8: 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 RDA training module 8 (ver. 2012/10)1

2 Acknowledgements with many thanks to the Library of Congress for allowing the use and modification of their training modules 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”. RDA training module 82

3 Outline preamble: are relationships important? – core relationships – role of relationships – relationships in a MARC environment relationships: 2 aspects overview of RDA relationships in MARC environment – bibliographic records – authority records RDA training module 83

4 Categories of relationships primary relationshipswemi - 1 work RDA section 5 relationships between resource andperson RDA section 6family corporate body relationships between works, expressions, manifestations, and items RDA section 8 relationships between persons, families, corporate bodies RDA section 9 RDA training module 84

5 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 RDA training module 85

6 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 RDA training module 86

7 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 RDA training module 87

8 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 RDA training module 88

9 We know about relationships entity RDA training module 89

10 RDA: more relationships entity RDA training module 810

11 RDA: precise types of relationship entity RDA training module 811

12 Relationships and MARC FRBR, FRAD importance of RDA relationships implementing RDA not obvious in a MARC appear to be unimportant environment RDA training module 812

13 AACR2 + MARC 21 for example name of a person title of book AACR2 + MARC 21 type of relationship may be embedded in text of bibliographic description and/or bibliographic record contains a field with the authorized access point for the person and a field with the title of the book RDA training module 813

14 MARC wrapper $a Leacock, Stephen, $d $a Sunshine sketches of a little town. 260 $a Toronto : $McClelland & Stewart, $c no relationships mentioned: creator – work work – expression – manifestation infer relationships RDA training module 814

15 RDA + MARC 21 for example name of a person title of book RDA + MARC 21 type of relationship may be embedded in text of manifestation elements and/or bibliographic record contains a field with the authorized access point for the person and a field with the title of the manifestation may use relationship designators to define relationship RDA training module 815

16 RDA +MARC 21 bibliographic record $a Leacock, Stephen, $d , $e author $a Sunshine sketches of a little town $a Toronto : $McClelland & Stewart, $c part of a MARC record (intended for illustration only) 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 RDA training module 816

17 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 RDA training module 817

18 work – Sunshine sketches of a little town Person – Stephen Leacock author work – Afternoons in Utopia Lahontan’s voyages editor date of birth date of death country – Canada profession – author, professor affiliation – McGill University Text English Text French spoken word realized author manifestation – Sunshine sketches of a little town Toronto : McClelland & Stewart, 1931 manifested item – signed copy exemplar autographer RDA training module 818

19 ) used by permission of the Co-Publishers for RDA (American Library Association, Canadian Library Association, and CILIP: Chartered Institute of Library and Information Professionals) RDA training module 819

20 Relationships: 2 aspects workrelationship expression workrelationship person work Xrelationship work Y corporate body Arelationship corporate body B entity Aentity B relationship RDA training module 820

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) RDA training module 821

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 RDA training module 822

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 structured or unstructured RDA training module 823

24 1. Existence of relationship signal the existence of a relationship between entities RDA 29.4 recording relationships between persons, families and corporate bodies: identifier Union List of Artist Names ID authorized access point for related person, family or corporate body RDA training module 824

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 RDA training module 825

26 2. Precise type of relationship use of relationship designators RDA appendices I, J, and K for example: Appendix I, I.2.1, Relationship designators for creators artist author cartographer compiler enacting jurisdiction photographer programmer RDA training module 826

27 2. Precise type of relationship use of relationship designators RDA appendices I, J, and K for example: Appendix I, I.3.1, Relationship designators for persons, families and corporate bodies associated with an expression arranger of music costume designer performer actor conductor moderator narrator RDA training module 827

28 2. Precise type of relationship use of relationship designators RDA appendices I, J, and K for example: Appendix J, J.2.2, Derivative work relationships based on abridgement of adaptation of dramatization of motion picture adaptation of indexing for musical setting of RDA training module 828

29 2. Precise type of relationship use of relationship designators RDA appendices I, J, and K for example: Appendix K, K.2.1, person to other person alternate identity real identity Appendix K, K.2.2, person to family family member progenitor Appendix K, K.2.3, person to corporate body employee founder incumbent RDA training module 829

30 Relationship designators RDA appendices I, J, and K o not closed lists o possible to suggest other terms o not core Library of Congress’ Policy and Standards Division has volunteered to be recipient for new suggestions. if term is missing, decide on a term and notify PSD LC policy: decisions in some LCPSs; otherwise, cataloger judgment to use RDA training module 830

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 RDA training module 831

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 RDA training module 832

33 MARC + relationship designators relationship designators in MARC records >>> in authority records: related persons, families, corporate bodies related works, expressions use $i in 5XX of authority records except if MARC coding already indicates relationship RDA training module 833

34 Exercises Exercise 9 question 9.1 (requires access to Toolkit) question 9.4 (requires access to Toolkit) RDA training module 834

35 “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 RDA training module 835

36 P/F/CB relationship to resource personwork familyexpression corporate bodymanifestation item RDA training module 836

37 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 RDA training module 837

38 MARC 21: P/F/CB and work creator -- core = principal or first named (RDA 19.2) $a Leacock, Stephen, $d , $e author $a Gould, Glenn, $d , $e composer $a Gillis, Margie, $e choreographer. (original work) $a Ontario, $e enacting jurisdiction $a Edwards, Gail, $e author $a Picturing Canada : $b a history of Canadian children’s illustrated books and publishing / $c Gail Edwards and Judith Saltman $a Saltman, Judith, $e author RDA training module 838

39 MARC 21: P/F/CB and work others associated with a work (RDA 19.3) not core; follow policy or cataloguer judgment $a Leacock, Stephen, $d , $e addressee $a McCord Museum, $e host institution $a Royal Canadian Geographical Society, $e issuing body. RDA training module 839

40 MARC 21: P/F/CB and expression contributor to the expression (RDA 20.2) $a Leacock, Stephen, $d , $e editor $a Gould, Glenn, $d , $e performer $a Gillis, Margie, $e dancer $a Martchenko, Michael, $e illustrator $a Saint Germain, Michel, $e translator $a Munsch, Robert N., $d $e author $a Moira’s birthday / $c story by Robert Munsch ; art by Michael Martchenko $a Martchenko, Michael, $e illustrator. RDA training module 840

41 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 $a Munsch, Robert N., $d $e author $a Moira’s birthday / $c story by Robert Munsch $a Martchenko, Michael, $e illustrator. also possible, but Martchenko relationship is less clear: $a Munsch, Robert N., $d $a Moira’s birthday / $c story by Robert Munsch $a Martchenko, Michael. RDA training module 841

42 MARC 21: P/F/CB + manifestation roles that change from one manifestation to another: for example:producer * publisher * broadcaster manufacturer * engraver printer distributor * film distributor *** terms with asterisk cannot be used as relationship designators because they are already RDA elements RDA training module 842

43 MARC 21: P/F/CB + manifestation $a Vancouver : $b Heavenly Monkey, $c $a Heavenly Monkey (Firm), $e printer $a Winnipeg : $b Centre for Rupert’s Land Studies at the University of Winnipeg, $c $a Centre for Rupert’s Land Studies. do not include a relationship designator for “publisher” RDA training module 843

44 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 $a MacLennan, Hugh, $d , $e former owner. $5 CaQMM RDA training module 844

45 Exercises Exercise 8 Exercise 9 question 9.3 (requires access to Toolkit) RDA training module 845

46 Related resources workexpressionmanifestationitem related worksRDA 25 related expressionsRDA 26 related manifestationsRDA 27 related itemsRDA 28 RDA training module 846

47 Related works types of relationships: derivative adaptations libretto based on parodies descriptive (subject) whole-part contains/contained in series RDA training module 847

48 Related works accompanying concordance finding aid supplement sequential continues sequel to supersedes RDA training module 848

49 MARC 21 and related works identifier: for example, OCLC record number authorized access point structured description: formal note or linking fields unstructured description: narrative note relationship designators in appendix J RDA training module 849

50 MARC 21 and related work Derivative relationship: $a Mitchell, Ken, $d $a The heroic adventures of Donny Coyote / $c Ken Mitchell $a Regina : $b Coteau Books, $c [2003]. 500 $a Based on Don Quixote, by Miguel de Cervantes Saavedra $i Based on: $a Cervantes Saavedra, Miguel de, $d $t Don Quixote. unstructured description and authorized access point with relationship designator (500 not required) RDA training module 850

51 MARC 21 and related work Whole-part relationship: $a Pollock, Sharon $a Sharon Pollock : $b three plays / $c introductory essay by Sherrill Grace $a Toronto : $b Playwrights Canada Press, $c $a Moving pictures -- End dreams -- Angel's trumpet $a Pollock, Sharon. $t Moving pictures $a Pollock, Sharon. $t End dreams $a Pollock, Sharon. $t Angel’s trumpet 505 = structured description – not required no relationship designators because nd ind = 2 RDA training module 851

52 MARC 21 and related work Sequential relationship: $a Canadian journal of communication $t Media probe $x $w (OCoLC) linking field=structured description two identifiers do not need relationship designator because of MARC coding of indicators in 780: 1 st ind= display note 2 nd ind=“continues” RDA training module 852

53 Related expressions same types of relationships as related works some common expression relationships: derivative revision edition translation whole/part for example, translations in a compilation RDA training module 853

54 MARC 21 and related expression whole-part $a Two novels from ancient Greece : $b Chariton's Callirhoe and Xenophon of Ephesos' An Ephesian story: Anthia and Habrocomes / $c translated, with introduction and notes, by Stephen M. Trzaskoma $a Chariton. $t De Chaerea et Callirrhoe. $l English $a Xenophon, $c of Ephesus. $t Ephesiaca. $l English $a Trzaskoma, Stephen, $e translator. access points representing the expressions contained in whole do not need relationship designators for the two expressions RDA training module 854

55 MARC 21 and related expression relationship between different language editions $a Canadian minerals yearbook. 580 $a Issued also in French with title: Annuaire des minéraux du Canada $t Annuaire des minéraux du Canada. $w (DLC) $w (OCoLC) unstructured description structured description: identifiers 2 nd ind of 775 = Other edition available RDA training module 855

56 MARC 21 and related expression translation $a Leacock, Stephen, $d $a Sunshine sketches of a little town. $l French $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 $i Translation of: $a Leacock, Stephen, $d Sunshine sketches of a little town = authorized access point representing the expression 700 = authorized access point - relationship of expression to work RDA training module 856

57 MARC 21 and related expression translation $a Leacock, Stephen, $d $a Sunshine sketches of a little town. $l French $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 = authorized access point representing the expression 500 = structured description (instead could have structured description in 765) RDA training module 857

58 MARC 21 and related expression translation $a Leacock, Stephen, $d $a Sunshine sketches of a little town. $l French $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 author’s novel, Sunshine sketches of a little town = authorized access point representing the expression 500 = unstructured description RDA training module 858

59 Related manifestation some common related manifestation relationships: equivalent reproduction electronic reproduction reprint also issued as whole-part inserts special issues accompanying issued with *** do not use authorized access points RDA training module 859

60 MARC 21 + related manifestation equivalent manifestation $a |a Canadian journal of criminology = |b Revue canadienne de criminologie. 300 $a 1 online resource (21 volumes) $i Electronic reproduction of (manifestation): $t Canadian journal of criminology $x $w (DLC) $w (OCoLC) accompanying 501 $a Filmed with: _______________________. RDA training module 860

61 Related item some common related item relationships: equivalent reproduction of a specific copy electronic reproduction facsimile whole-part contains accompanying bound with *** do not use authorized access points usually local information RDA training module 861

62 MARC 21 and related item when it only applies to a specific item (copy specific) 501 $a Bound with: ____________________. $5 CaQMM 501 $a With: ___________________. Bound together subsequent to publication. $5 CaQMM relationship of manifestation to item of another manifestation: $a Madame Bovary : $b reproduction au trait de l’original de 1857 annoté par Gustave Flaubert / Gustave Flaubert ; postface d’Yvan Leclerc. 500 $a Reproduction of the copy of the original 1857 edition marked by Flaubert's own highlighting and commenting … RDA training module 862

63 Exercises Exercise 9 question 9.2 (requires access to Toolkit) RDA training module 863

64 Relationships between P/F/CB personfamilycorporate body related personsRDA 30 related familiesRDA 31 related corporate bodiesRDA 32 RDA training module 864

65 Relationships between P/F/CB relationships recorded in authority records recorded in 5XX fields may use relationship designators in $i if not already indicated by MARC coding, for example, $w $a Carroll, Lewis, $d $w r $i Real identity: $a Dodgson, Charles Lutwidge, $d $w r = relationship designation is in $i RDA training module 865

66 Relationships between P/F/CB $a Library and Archives Canada $w a $a National Archives of Canada $w a $a National Library of Canada or $a Library and Archives Canada $w r $i Predecessor: $a National Archives of Canada $w r $i Predecessor: $a National Library of Canada RDA training module 866

67 Relationships between P/F/CB 100 1# $a Leacock, Stephen, $d # $w r $i Employer: $a McGill University 100 1# $a Carroll, Charles N. $q (Charles Nagus), $d # $w r $i Descendants: $a Carroll (Family : $g Carroll, Charles N. (Charles Negus), ) RDA training module 867

68 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 RDA training module 868

69 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) 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: Also: Examples folders on LC RDA site: See also newest module on relationships (module 4, June 2012): 20Training/LC%20RDA%20course%20table.html 69RDA training module 8

70 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: PCC Interim Policies and Best Practices. 20Best%20Practices.html RDA in MARC, October RDA Toolkit. Access at (subscription required beyond table of contents)http://access.rdatoolkit.org/ RDA Record Examples %20RDA%20Records%20TG/index.html 70RDA training module 8


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