RDA for Edinburgh University Transfer training June 2014 [email protected].

RDA for Edinburgh UniversityTransfer training

June 2014

[email protected]

Why RDA?• RECORD SHARING• Uses FRBR principles for cost-effective customer

service• Format-neutral and flexible

o more uses for our datao more data for us to use

• Facilitates more intuitive post-MARC systems• Avoids bookism• Avoids Anglo-Americanism• Avoids libraryism

FRBR: user tasks

• Find records or materials• Identify resources unambiguously• Select the most suitable• Obtain what is wanted

FRBR: Group 1 entities & their attributes

• Worko Voina i mir – written by Tolstoy – 1865-1867.

• realised in Expressiono in English – text – translated by Constance Garnett –

illustrated by John Groth – 1911.

• embodied in Manifestationo War and peace : a novel – Heinemann – London – 1961.

• exemplified in Itemo Printed 1983 – Bodleian copy 2 – at Swindon – lacks p.

313 – MS notes by Stephen Fry.

New work or new expression?

Relationships in the Organization of Knowledge, edited by Carol A. Bean and Rebecca Green, 2001, p. 23, “Bibliographic Relationships” by Barbara B. Tillett, Figure 2, © 2001 Kluwer Academic Publishers Boston.

FRBR: Group 2 entities & their attributes (mainly for NACO)

• Persono Tolstoy, Leo – Graf – 1828-1910 – Russian – male – writer

of Anna Karenina etc.

• Corporate bodyo Heinemann – founded by William Heinemann – 1890 –

now owned by Pearson, Random House and Houghton Mifflin – headquarters in London and Portsmouth N.H.

• Familyo Williams – Philadelphia – prominent member, Benjamin,

b. 1774 – Quakers - spiritualists

FRBR: Group 3 entities & their attributes

• Concept, object, evento not yet written – in principle would cover subject

cataloguing

• Placeo grid reference – larger place – population – government

– famous inhabitants (mainly for NACO records)

FRBR: relationships• Primary: the WEMI hierarchy - a work realised in an

expression, embodied in a manifestation, exemplified in an item.

• Relationships between G1 entities in different hierarchies: abridgement of, dramatisation of, commentary on, contained in, supplement to, libretto for, etc.

• Relationships between G2 and G1 entities: author of, illustrator of, editor of, dedicatee of, publisher of, issuing body of, etc.

• Relationships between G2 entities; relationships to G3 entities: not our problem.

Work:Voina i mir -1865

Expression:in English – textual – illustrated – 1911

Manifestation:War and peace : a novel / Leo Tolstoy - 1961

Item:1983 printing – missing p. 313

others

others

others

Tolstoy

Garnett

Heinemann

Groth

Bodleianowner

publisher

realised in

embodied in

exemplified in

translator

illustrator

author

Londonplace

War and peace (Motion picture) - 1983

widescreen version

DVD – 2003 – AB12345678

based ondirector, producer, director of photography, etc.

film editor

the one on my bedroom floor

Cinescams plc

distributor

John Smith

[various]

FRBR: what difference will it make?• Helps to explain history, vocabulary and structure of RDA• Will be the foundation for future non-MARC systems where

each FRBR entity will have its own record and relationships will be displayed more clearly. These may provide more intuitive clustering in public-facing tools.

• Will not make much difference in MARC, but:o there are some new elements in MARC, e.g. for relatorso a new edition is no longer automatically a new work –

unless it has substantial intellectual/ artistic changes or a change to the team responsible for its intellectual/ artistic content, it is just a new expression; this means that you would use 130 or 240 rather than 7XX to link to an earlier edition with a different title.

More RDA vocabulary

authorised access point creator contributor

other person/ corporate body/ family associated with work

preferred name preferred title to record etc.

RDA structure and Toolkit

http://access.rdatoolkit.org/

http://access.rdatoolkit.org/

New elements and new MARC

• 040 $e = rda (before $c or $d)• LDR 18 = i (ISBD)• 020 qualifier - $q• Publication and copyright - 264• Content type, media type, carrier type – 33X• Physical characteristics – 34X• Colour and illustrations in 300 $b• Relators - $e• Families – X00 3

020 qualifiers

• Each in its own subfield $q – no brackets or colons.

020 __ $a0195212037$qpart I$qpaperback 020 __ $z0195215507$qpart I$qhardback 020 __ $a019912230X$qTeacher’s book I$qpaperback 020 __ $a0198405618$qCassette I

Publication and copyright elements• Use one or more 264 fields instead of 260. Indicators show (1st)

order and (2nd) whether they contain publication, production, distribution, manufacture or copyright data.

• Do not combine publication and copyright in the same 264.• Always give a publication date, even if conjectural or imprecise –

copyright date may form basis of conjecture.• Formats for imprecise dates have changed, e.g. instead of ’18--’

use ’[between 1800 and 1899]’.• Always give a copyright date if available, in a separate 264.• Give multiple copyright dates only if they apply to different

types of material and the earlier date is for the most important type.

• Use © instead of ‘c’ (‘copyright’ is also acceptable).• If publication and copyright dates are different, 008/06=‘t’.

Example

on colophon

Fleecem Books, Taunton©2012

264 _1 $aTaunton :$bFleecem Books,$c[2012?]264 _4 $c©2012

Content type, media type, carrier type• Replace GMD• Required even for books• Usually supplied by templates 336 __ $atext$2rdacontent 337 __ $aunmediated$2rdamedia 338 __ $avolume$2rdacarrier

• Watch out for books with high image content; they need also or instead:

336 __ $astill image$2rdacontent• Other media, e.g. accompanying material, may need

other terms. Repeat these fields as necessary.

Sound characteristics, projection characteristics, video characteristics, digital file characteristics

for a PAL 3D videogame with instruction booklet336 __ $athree-dimensional moving image$2rdacontent336 __ $acomputer program$2rdacontent336 __ $atext$2rdacontent337 __ $acomputer$2rdamedia337 __ $aunmediated$2rdamedia338 __ $acomputer disc$2rdacarrier338 __ $avolume$2rdacarrier344 __ $adigital$boptical$gquadraphonic$2rda346 __ $bPAL$2rda347 __ $aprogram file$ePAL$2rda

Colour

• Now a separate element• But has to share 300 $b:$bcolour illustrations:$billustrations (some colour):$billustrations (chiefly colour)

• You may also see :$billustrations (colour)

• ‘color’ is OK

Relators for roles ($e)

100 1_ $aSlugge-Bayte, Primrose,$eauthor, $eillustrator.

245 10 $aSpringtime rhymes :$bpoems in memory of Heliotrope Slugge-Bayte /$cby Primrose and Petunia Slugge-Bayte ; with illustrations by Primrose Slugge-Bayte and photography by Vision Unlimited; edited by Joan Silver.

700 1_ $aSlugge-Bayte, Petunia,$eauthor.710 2_ $aVision Unlimited,$eillustrator.700 1_ $aSlugge-Bayte, Heliotrope,$ededicatee.700 1_ $aSilver, Joan,$d1952-$eeditor.

Relator lists•For creators: artist, author, cartographer, compiler, composer, interviewer, interviewee, photographer. •For other persons/ families/ corporate bodies associated with a work: addressee, dedicatee, degree granting institution, film director, television director, issuing body, host institution, film producer, television producer, sponsoring body •For contributors: abridger, editor, illustrator, interviewer (expression), interviewee (expression), translator, writer of supplementary textual content, writer of added commentary, writer of added text.•For more, see Appendix I. Read the definitions!

Relators for Group 1 entities

• LC and others sometimes use these.700 0_ $iAdaptation of:$aHomer.$tIliad.

• But 500 notes may still be used instead:100 1_ $aSlugge-Bayte, Primrose,$eauthor.245 10 $aHelpful heroes /$cby Primrose Slugge-Bayte.500 __ $aChildren’s play based on the Iliad, free from episodes of sex or violence.700 0_ $aHomer.$tIliad.$kSelections.

• Downloaded records may also use 76X/ 77X/ 78X notes.

Families

• RDA allows access points for families as authors, illustrators, dedicatees, etc.X00 3_ $aSlugge-Bayte (Family),$eauthor.700 3_ $aMcSlugg (Clan),$ededicatee.

• 1st indicator is 3.• There is always a ‘family-type’ term in parentheses.• They may also be qualified by associated dates, place or

prominent family member.• THEY ARE NOT FOR SUBJECT USE! Compare:sh 86000793: $aAsher familyn 2011079793: $aAsher (Family :$cWorcester, Mass.)

Resource description

• SourcesPRINCIPLE OF REPRESENTATION• Omissions• Capitalisation• Abbreviations• Numbers• Punctuation• Approximations, corrections and clarifications• Complex physical descriptions

Sourceschanges for books• Square brackets are used only for information taken from

outside the resource itself.• Dustjackets are now considered part of the resource.• Title page verso is not a listed source, but will still often be

preferred as ‘a source where information is formally presented’.

• Parallel titles may be taken from anywhere in the resource.moving images• title-frame/screen; permanent label; embedded metadataother• permanent label; embedded metadata

Omissions and inclusions• Rule of 3 abandoned; normally include the whole statement of

responsibility, but use judgement; not compulsory to make AAPs for every entity mentioned

• Titles, qualifications and terms of address (‘Mr.’, ‘Dr.’, ‘Rev.’, Ph.D, S.J., etc.) are not omitted from statements of responsibility, but you may optionally omit background information.

• Places and publishers are now considered transcription elements. o If the publication statement gives a larger place as well as a

town, include it, even if not needed for identification. o Do not reduce the publisher’s name to the shortest

internationally recognisable form; retain ‘The’, ‘Press’, ‘plc’, etc. and umbrella bodies.

• Only the first place of publication and first publisher are required; no ‘first place in the home country of the cataloguing agency’.

Omitting background info

Capitalisation

• Most agencies are using familiar capitalisation – see RDA Appendix A.

• But RDA allows titles, etc. to be entered with the capitalisation of the resource or an inhouse system.

• If you download a record which has used one of these options, leave it unless preposterous.

• Do not make a new record just because the capitalisation on the resource is different from that in the existing record.

Abbreviations and language• In most cases RDA does not abbreviate words (or use Latin):

o in 245: e.g. ‘[and six others]’, not ‘ ... [et al.]’.o in 300: ‘pages’ and ‘illustrations’ rather than ‘p.’ and ‘ill.’ o in 264, ‘[Place of publication not identified]’, etc.

• In transcribed elements, any abbreviations found on the resource are retained.

• The familiar abbreviations for U.S. states, Canadian provinces, Australian territories and a few countries are still used in qualifiers for smaller places, corporate bodies, etc. [RDA B.11].

• What RDA calls ‘metric symbols’ such as ‘cm’, ‘mm’ are not considered as abbreviations, so are not followed by a full stop [B.5.2] unless it is final punctuation.

• But Roman alphabet abbreviations are still used in 300 fields for Dimensions and Duration (ft., in., hr., min., sec.), in 8XX $v captions and in a few specialist fields.

Numbers• Numbers are usually transcribed as found, whether in words,

arabic numerals or roman numerals. • Words are converted to arabic numerals in :

o Year of publication and copyright and year in which a degree was granted

o Numbering within series or subserieso Numbering of leaves or pages [3.4.5.2].

• Arabic numerals are still required in 8XX $v (because under authority control) but not in 490.

• Most agencies have decided to copy roman numerals if found in date, but some copy them as found and add the arabic form in square brackets, e.g. ‘MCMXXX [1930].

Punctuation• RDA does not prescribe punctuation except within

access points, so examples in Toolkit will not help.• Most agencies are still using familiar ISBD.• There is a list of ISBD punctuation in Appendix D. • LDR 18 should be coded ‘i’.• Do not replace ‘...’ in a title with ‘--’ or square

brackets with round ones.• Generally transcribe as found, but you may add e.g.

commas for clarification.

Corrections, clarifications and missing data

• RDA rarely allows cataloguers’ to make corrections or clarifications or supply missing data in square brackets.

• For statements of responsibility, publishers’ names and series statements even data in square brackets is really transcribed data, from a reliable but external source, e.g publisher’s website – not supplied by the cataloguer.

• In most cases cataloguers’ corrections and clarifications are provided as notes (5XX or 246).

• But 008 codes should still be based on the corrected information, not on incorrect transcribed data.

Clarifications

• No clarifications as other title information: e.g. NOT: 245 00 $aMadame Butterfly :$b[programme]

NOR: 245 10 $aThe life of Pi :$b[review].

• Make a 5XX note instead.245 00 $aMadame Butterfly.500 __ $aProgramme of opera performed at the Royal Opera House on Thursday 13th November 1980.

• But you may clarify responsibilities in a statement of responsibility:245 04 $aThe complete book of human knowledge /$c[compiled by] Mick Taker.

Corrections• For mistakes in the 245 title:

o provide the correction in field 246o include subfield $i, to provide a note as well as an access

point. o use 1st indicator ‘1’, so that the note displays.245 00 $How to be chased /$cby Cousin Euphemia.246 1_ $iTitle should read:$aHow to be chaste

• For seriously misleading pagination or foliation:300 __ $a690, that is, 960 pages

• Otherwise, use 500:500 __ $aPublication date 2080 from title page. Actually published in 2008.

• ‘incorrect’ and ‘invalid’ may be used as ISBN qualifiers.

Square brackets 1• to provide a devised title for materials which have no

title at all245 00 $a[Letters between Queen Victoria and John Brown].

• to clarify responsibilities in a statement of responsibility245 04 $aThe complete book of human knowledge /$c[compiled by] Mick Taker.

• to summarise responsible entities in a statement of responsibility.245 10 $aMemories of Little Happening /$Jean Grey [and fourteen others].

Square brackets 2

• to supply a brief designation of edition if “a resource lacks an edition statement but is known to contain significant changes from other editions … if it is considered to be important for identification or access”; the nature of the change should be explained in a note250 __ $a[Revised edition].500 __ $aMany of the hymns in this issue have been reworded to remove gender bias.(An anomaly – useful for automated deduplication of MARC records, but puts expression-level data in a manifestation-level element.)

Square brackets 3• to show that information normally transcribed from

the resource was transcribed from outside the resource

• or, in the cases of place or date of publication only, to supply a conjecture264 _1 $a[U.K.?] :$b[Flyby Enterprises],$c2010.500 __ $aPublisher’s name from vendor’s website.

• Note that each element has its own square brackets, rather than a single set for the whole statement.

Square brackets 4• to supply a larger place if the place of publication is

ambiguous, e.g. ‘Dublin [Ohio]’• to provide a Common Era date in arabic numerals if

the date on the item is from a different calendar or uses different numerals

$c5730 [1969 or 1970]

• if place, publisher or date is unknown and if, in the case of place or date, no conjecture can be made.264 _1 $a[Place of publication not identified] :$b[publisher not identified],$c[date of publication not identified]

Complex physical descriptions300 __ $axi, 251 pages ;$ccase 25 cm

300 __ $a15 various pieces ;$cbox 60 x 45 x 10 cm500 __ $aBox contains 6 test tubes, 1 rack, 1 pipette, 6 bottles of chemicals and an instruction manual.

300 __ $a1 portfolio :$billustrations ;$c60 x 45 cm500 __ $aPortfolio contains 7 architectural drawings.

300 __ $3v. 1-3$a3 volumes ;$c25-28 cm300 __ $3v. 4-5$a2 CD-ROMs

Authorized Access Points• New fields in NACO records:010 __ nb2012012420040 __ Uk$beng$cUk$erda046 __ $s19450321100 1_ $aLee Cadwell, Linda,$d1945-370 __ $aEverett, Wash.372 __ $aMartial arts$aKung Fu374 __ $aTeacher375 __ $afemale377 __ $aeng400 1_ $aCadwell, Linda Lee,$d1945-400 1_ $aEmory, Linda,$d1945-400 1_ $aLee, Linda,$d1945 Mar. 21-

Not your problem

In some NACO records:

667 __ $aTHIS 1XX FIELD CANNOT BE USED UNDER RDA UNTIL THIS RECORD HAS BEEN REVIEWED AND/OR UPDATED.

• Continue to use existing NACO records for access points, even if they do not meet RDA standards.

Persons

• May be nonexistent or nonhuman – even for main entryX00 1_ $aHolmes, Sherlock.X00 1_ $aAdler, Irene$c(Fictional character)X00 0_ $aVienna (Cat)

• Still omit unnecessary ‘terms of address’ or job titles.• No abbreviations unless found in source of information.• More freedom to form differentiating qualifiers in $c – but

don’t get carried away.• Relator terms may be used in $e.

Persons – new formats for dates

• Do not use ‘ca.’, ‘b.’ and ‘d.’ with dates$d1912- [only birth date known]$d-1990. [only death date known]$d-1990 April 1. [exact date for

differentiation]$dapproximately 1910-1980.$d1908?-1970 or 1971.$dactive 1920-1930.$dactive 19th century.

Corporate bodies• Preferred name is normally based on the terms by which that

body is presented, on evidence of preferred sources in resources, etc., etc.

• Brief forms preferred, e.g. ‘Euratom’• Still use placename abbreviations in qualifiers• Conferences

o do not have to include a term meaning ‘meeting’ in their nameso do not have to be found in the resourceo may have access points created both for individual conferences and for

conference serieso may be qualified by multiple locations (separated by semi-cola)o if online, are qualified by ‘Online’ as a location in $c

• Placenames must not be qualified by ‘City’ or ‘Town’, but may still be qualified by ‘County’, etc.

• More freedom to create differentiating qualifiers.• Relator terms may be used in $e.

Works and expressions• Less tidying up

o integrated statements of responsibility are retained490 1_ $aRosie Redd’s Bible stories800 1_ $aRedd, Rosie.$tRosie Redd’s Bible

stories.

• For collected works, use ‘Works. Selections’ not ‘Selections’. (Language subfields follow.)

700 1_ $aYeats, W. B.$q(William Butler),$d1865-1939.$tWorks.$kSelections.$lFrench.

• In principle there is more freedom about terms used in qualifiers; but please stick to established recipes, e.g. ‘Motion picture’.

Main and added entries• RDA instructions are embedded in instructions for name-title

access points.• Artists working as a corporate body on individual named works

may be main entry.• For collaborations, first or most prominent creator is main entry,

even if more than 3. Collaborators may do different jobs (e.g. lyricist & composer) but they create the whole work together rather than each creating separate parts.

• Compilations by different creators, i.e. resources consisting of substantial separateparts (chapters, papers, poems, artworks, etc.) created by different entities, are always entered under title. (Conferences and catalogues need care.)

• Important components of compilations have 7XX analytic entries.o This includes multiple expressions of the same work, e.g. the

same work in different languages.

Compilation – different authors

245 00 $aJane Eyre /$cCharlotte Brontë. Wuthering Heights / Emily Brontë. The tenant of Wildfell Hall / Ann Brontë ; [all] illustrated by Jane White.700 12 $aBronte, Charlotte,$d1816-1855.$tJane Eyre.700 12 $aBronte, Emily,$d1818-1848.$tWuthering Heights.700 12 $aBronte, Ann,$d1820-1849.$tTenant of Wildfell Hall.700 1_ $aWhite, Jane,$eillustrator.

Compilation – one author

100 1_ $aBlyton, Enid,$eauthor.240 10 $aNovels.$kSelections245 10 $aTwo classic Enid Blyton stories. 505 0_ $aFive get into a fix -- The Adventurous Four again.700 12 $aBlyton, Enid.$tFive get into a fix.700 12 $aBlyton, Enid.$tAdventurous Four again.

Compilation – multiple languages

100 0_ $aVirgil,$eauthor.245 10 $aVirgil’s Aeneid /$cwith new translations by John Brown and Giovanni Bruno.264 _1 $aLondon :$bBrown Books,$c1962.546 __ $aLatin text with parallel English and Italian translations.700 02 $aVirgil.$tAeneis.700 02 $aVirgil.$tAeneis.$lEnglish.700 02 $aVirgil.$tAeneis.$lItalian.

(The version in the original language does not need a language subfield.)

Editions, revisions, abridgements, etc.

on t.p. John Brown, Joan Green, James Grey

Basic techniques for first-year students

Brain Surgery for Beginners

1950

Editions, revisions, etc.

on t.p.



James GreyJoan Green John Brown2nd edition

1960


on t.p.



James GreyJohn Brown

3rd edition

1970


on t.p.

Teach Yourself Brain Surgery

Basic techniques for first-year studentsJohn Brown James Grey

4th edition1980


on t.p.

Teach Yourself Brain SurgeryBasic techniques for first-year students

John Brown James Grey

5th edition

revised by June White

1990

Workshop

[22 pages, 54 contributors]

Ignore piffling input

ADVANCED BRAIN SURGERY

Janet AmberJordan BlackJohn BrownJune GreenJames Grey

Jean LavenderJoan SilverJane White

Design and layout by Jennie Scarlett

Consider truncating ‘withs’


Janet Amber Jordan Black John Brownwith

June Green James Grey Jean LavenderJoan Silver Jane White


245 10 $aAdvanced brain surgery /$cJanet Amber, Jordan Black, John Brown, with June Green [and four others].

[End matter]

Advisory teamJune GreenJames Grey


If preferred source has satisfactory statement(s), look no further

[Title page]


Janet AmberJordan BlackJohn Brown

[End matter]

WritersJune GreenJames Grey


But do look further if preferred source has no statements of responsibility

[Title page]


[End matter]

WritersJune GreenJames Grey


But do look further if preferred source has no statements of responsibility ...

[Title page]


[End matter]Writers

June GreenJames Grey


... or something important seems to have been missed out

[Title page]


with a foreword by Sir John Brown FRCS

245 10 $aAdvanced brain surgery /$cwith a foreword by Sir John Brown FRCS.500 __ $aWriters: June Green, James Grey, Jean Lavender, Joan Silver, Jane White.

A piffling statement wedged between major ones:transcribe it, but no access point


Janet Amber Jordan Black John Brownwith a foreword by Sir James Grey FRCS

and 392 clinical diagrams by June Green


[22 pages, 54 contributors]

http://www.iuc-edu.eu/group/sem1_L3/2011%20STRATMAN/6R%20The%20Honda%20Effect.pdf



Concealed compilation with variety of roles

Downloading and editing AACR2

• Leave as AACR2 if:o correcting typos, access points, subjects, fixed fields,

indicators in existing OLIS records o downloading LC and BNB post-2005 full-level English-

language (changing only 490/8XX and 856)

• Convert thoroughly to RDA if:o upgrading or making structural changes in existing OLIS

recordso downloading from another sourceo sorting out a hybrid.

Thank you

BEST OF LUCK!

[email protected]

RDA for Edinburgh University Transfer training June 2014 [email protected].

Documents

Transcript of RDA for Edinburgh University Transfer training June 2014 [email protected].