1. LC/NACO RDA Phase 3 Gary L. Strawn Northwestern University Library mrsmith@northwestern.edu Celebrating 20 years of machine-proposed authority records

2. Getting ready for RDA RDA brings many changes Some differences might be accommodated by program PCC Acceptable Headings TF

3. Acceptable Headings TF Original proposal: do it all at once, re- issue whole file Some NACO nodes reluctant Phased, limited approach; 30,000/day Phase 1: mark most non-AACR2 records Phase 2: change records Possibility of further work left for later

4. Phase 1 outline Find records whose 1XX can not be used under RDA Only for records that did not also require a mechanical change to the 1XX Add 667: "THIS 1XX FIELD CANNOT BE USED UNDER RDA …"

5. Phase 1 criteria All Pre-AACR2, all AACR2 compatible Bi-lingual and polyglot $l Unrecognized 100 $c text

6. Phase 2 outline Records susceptible to some mechanical change Some also marked with 667 field; some re-coded as RDA

7. Phase 2 changes: examples Manipulate X00 subfield $d Parentheses around some X00 $c Expand 'Dept.', 'acc.', 'arr.', 'unacc.' Replace 'violoncello' Bible headings; Koran headings $t Selections

8. Both phases: secondary changes 046 $f $g from 100 $d 378 $q from 100 $q 510 for hierarchical superior

9. And then? Most AACR2 records not touched by Phases 1 and 2 People expected to know: RDA-OK unless stated otherwise March 2014: PCC decides to re-code most remaining records: "Phase 3"

10. Phase 3 task group members Karen Anderson, Backstage Library Works Robert Bremer, OCLC Ana Cristan, Library of Congress Paul Frank, Library of Congress Richard Moore, British Library Gary L. Strawn, Northwestern University David Williamson, Library of Congress

11. Phase 3: outline Re-code most AACR2 records as RDA At least 7.5 million records affected Still 30,000 per day? Will take about a year! Issue a new copy of the entire file? Can the NACO nodes deal with this?

12. Phase 3: Additional stuff Re-consideration of X00 $c Undifferentiated names Music medium of performance Changed relator terms Generation of 046 fields: expanded Pre-RDA 678 fields ISNI

13. Phase 3: Reconsideration of $c RDA criteria changed Lists of acceptable terms greatly expanded Some things with 667 will be re-coded as RDA British Library very active in this work $c used to drive generation of 368 $d

14. Phase 3: Undifferentiated names Any coded RDA will be re-coded AACR2 All will receive the 667 No attempt to split into separate records by program

15. Phase 3: Medium of performance Working with MLA representatives Convert 'standard combinations' into equivalent strings Generate 382 fields with $2 lcmpt Probably done as soon as possible Other 382 fields still under consideration

16. Medium of performance examples $t Quartets, $m strings $t Quartets, $m violins, viola, cello ?? $t Quartets, $m violins (2), viola, cello $t … $m … string trio … $t … $m … violin, viola, cello …

17. Phase 3: 678 fields Identify pre-RDA 678 fields Re-code as 670s $a Information from 678 field, converted June 16, 2014 $b (…) About 2,000 difficult cases already handled one way or another Remainder can be handled by program

18. 678s to become 670s 15 Sept. death 1st held 1972 A.A.C.C.A. AACR 1 & 2: Canada. Bureau for Translations Th.D. Prof.

19. Phase 3: Expanded 046 generation Go beyond 100 $d Parse 670 fields for useful information Fuller birth and death dates Provision for some non-Gregorian calendars Still being tested and developed

20. Expanded 046 example 100:1 : |a Hatto, A. T. |q (Arthur Thomas) 670: : |a Times online WWW site, Mar. 19, 2010 |b (Professor Arthur Hatto; b. Arthur Thomas Hatto, Feb. 11, 1910, London; d. Jan. 6, 2010) 046: : |f 19100211 |g 20100106

21. Expanded 046 example 100:1 : |a Shimizu, Ryōjin, |d 1920- 670: : |a Chosakuken daichō, 1985 |b (Shimizu Ryōjin; real forename: Yoshinobu; b. 11/27/Taishō 9) 046: : |f 19201127

22. Expanded 046 additional use #1 100:1 : |a Kaser, Max, |d 1906- 670: : |a VIAF, searched Feb. 21, 2014 |b (DNB access point: Kaser, Max, 1906-1997) 046: : |f 1906 |g 1997

23. Expanded 046 additional use #2 046: : |f 18121223 |g 19041104 670: : |a Wikipedia, May 13, 2014 |b (… died 13 November 1904) Calculated death date: 19041113

24. Phase 3: Changed relator terms One-for-one exchanges editor of compilation becomes editor adapted as a motion picture (work) becomes adapted as motion picture (work) Not too many authority records (lots of bibs!) Probably done as soon as possible

25. Phase 3: ISNI To be added in 024 field Decreed to be a priority Mechanism for maintenance not yet clear

26. Phase 3 mechanics Same idea as Phases 1 and 2 Program runs against copy of the LC/NACO file at LC Program updates records Output not yet decided

27. Phase 3 schedule Final report by March 15, 2015 Report will propose timetable for doing the work Final decision to be made by PCC

28. Community involvement Testing: Review of results Generation of 046 fields Cleanup Add death date to headings

29. Communication Documents in preparation Facebook and Twitter RDA and PCC lists

30. That’s all for now!