I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description and Access Balanghai Hotel and Convention Center Butuan City October 29 – 30, 2012

R ELATIONSHIPS Identifying Relationships Recording Relationships RDA Module 5

3 B ASICS OF RELATIONSHIPS 1. What are relationships? 2. Why relationships? Expressing Relationships: Helps users find what they want!

WORK EXPRESSION MANIFESTATION ITEM PERSON CORPORATE BODY Produced by Realized by Created by

WORK EXPRESSION MANIFESTATION ITEM PERSON CORPORATE BODY Produced by Realized by Created by Primary Relationships Owned by

WORK EXPRESSION MANIFESTATION ITEM Is realized through an Is embodied in Is exemplified by an

WORK EXPRESSION MANIFESTATION ITEM

R ECORDING P RIMARY R ELATIONSHIPS Identifier for the related work [RDA 6.9], expression [RDA 6.14], manifestation, or item [RDA 2.15] Preferred access point representing the related work or expression [RDA 6.27] Composite description aka analytical description

W HAT TO R ECORD Expression of the work Work expressed Manifestation of work Work manifested* Manifestation of an expression Expression manifested* Item of manifestation Manifestation exemplified * Core element

R ECORDING R ELATIONSHIPS TO P ERSONS, F AMILIES AND C ORPORATE B ODIES A SSOCIATED WITH A R ESOURCE Relating Entities from Group 2 to Group 1

11 E NTITIES BEING RELATED Relationships between: 1. Resources and associated persons, families, and corporate bodies 2. Resources (works, expressions, manifestations, items) 3. Persons, families, corporate bodies

F UNCTIONAL O BJECTIVES find works, expressions, manifestations, or items that are related to those retrieved in response to the user’s search understand the relationship between two or more works or expressions represented by preferred access points

WORK EXPRESSION MANIFESTATION ITEM PERSONS CORPORATE BODIES Produced by Realized by Created by GROUP 1 GROUP 2 FAMILIES

RDA C HAPTERS R ELATING R ESOURCES TO G ROUP 2 E NTITIES Creators and others associated with works (ch. 19) Contributors associated with expressions (ch. 20) Entities related to manifestations (ch. 21) Entities related to items (ch. 22)

R ELATIONSHIPS OF E NTITIES RELATING TO W ORKS Creators If there is more than one creator responsible for the work, only the creator having principal responsibility named first in resources embodying the work or in reference sources is required. If principal responsibility is not indicated, only the first-named creator is required

E XAMPLES Hemingway, Ernest, $a Hemingway, Ernest, $e author Rizal, Jose, John Paul II, Pope, 1920–2005 Beethoven, Ludwig van, 1770–1827 Romanov (Dynasty) Northern Pacific Railway Company

R ELATIONSHIP D ESIGNATORS : E NTITIES AND W ORK

T RANSCRIPTION USING MARC $a European Conference on Encoded Archival Description and Context (EAD and EAC), $e creator. 700 $a Stockting, Bill, $e editor of compilation

A NOTHER FORM OF TRANSCRIPTION Title ProperEncoding across frontiers Other title informationproceedings of the European Conference on Encoded Archival Description and Context (EAD and EAC), Paris, France 7-8 October 2004 Statement of responsibility relating to title Bill Stockting editor CreatorEuropean Conference on Encoded Archival Description and Context (EAD and EAC) (2004: Paris, France) ContributorStockting, Bill Relationship designatoreditor of compilation

R ELATIONSHIPS OF E NTITIES RELATED TO E XPRESSIONS Contributors Illustrators Arrangers, transcribers etc Performers Compiler of laws

E XAMPLE 100 1# $a Wood, Audrey $a The napping house / $c Audrey Wood ; illustrated by Don Wood # $a Wood, Don, $e illustrator.

Title ProperThe napping house Statement of responsibility relating to title Audrey Wood ContributorDon Wood Relationship Designatorillustrator

R ELATIONSHIP D ESIGNATORS : E NTITIES AND E XPRESSIONS

R ELATIONSHIPS OF E NTITIES AND M ANIFESTATIONS Producers Publisher Distributor Manufacturer Others Lithographer Engraver etc

E XAMPLE 260 $a Bethesda : $b NIH, $c $a National Institutes of Health (U.S.), $e broadcaster. Place of PublicationBethesda Publisher’s nameNIH Copyright date2008 Contributor National Institutes of Health (U.S.) Relationship Designatorbroadcaster

245 $a Black X-mas 260 $a Montreal, QC : $b Distributed exclusively in Canada by TVA Films, $c c2007 $e ([Beverly Hills, California]): $f Productions 710 $a TVA Films (Firm) 710 $a 2929 Productions (Firm) TitleBlack X-mas Place of distributionMontreal, QC Distributor’s nameDistributed exclusively in Canada by TVA Films DistributorTVA Films (Firm) Manufacturer2929 Productions (Firm)

R ELATIONSHIP D ESIGNATORS : E NTITIES AND I TEM Owner Current owner Former owner Custodian

E XAMPLE 500 $a University Library's copy has ms. notes by author on endpapers. $5 IaH 700 $a Smiley, Jane, $e annotator. NoteUniversity Library’s copy has ms. notes by author on endpapers ContributorSmiley, Jane Relationship designatorannotator

R ELATED ENTITIES IN G ROUP 1 Related works Related expressions Related manifestations Related items

F UNCTIONAL O BJECTIVES AND P RINCIPLES The data recorded to reflect relationships between works, expressions, manifestations, and items should enable the user to: a) find works, expressions, manifestations, or items that are related to those retrieved in response to the user’s search b) understand the relationship between two or more works or expressions represented by preferred access points.

M ETHODS FOR DESCRIBING / RECORDING Use of identifier Authorized access point Structured or unstructured description Structured description = note or linking field: indicate elements by ISBD punctuation or MARC tagging Unstructured description = note using narrative rather a formal tagged structure to indicate the relationship

R ELATED W ORKS Scope – a related work is a work related to the work represented by a preferred access point Common work relationships: Whole-part, e.g., Works in a compilation Chapters in a book Adaptations Commentary Supplements Sequential relationships (e.g., earlier and later serials)

E XAMPLE Paraphrase of: Tippet, Michael, Mask of Time. – ISWC T Resource is a paraphrase and is being related to the work which it paraphrased. Identifier for the resource being paraphrased

Finding aid: Resource described is an archival collection of papers and related materials. The description relates the material described to another work which is a finding aid

R ELATED E XPRESSION Scope – a related expression is an expression related to the expression represented by a preferred access point (e.g., a revised version, a translation)

C OMMON EXPRESSION RELATIONSHIPS Whole-part (e.g., translations in a compilation) Revisions Editions Translations Language editions Abridgements

I DENTIFIERS FOR RELATED EXPRESSIONS Translated as: web/ # $o Contains: Plate number: E.E # $o Plate number: E.E. 3646

E XAMPLES OF U NSTRUCTURED D ESCRIPTIONS FOR R ELATED E XPRESSIONS Revised and shortened version of the author’s thesis (Ph.D.)—Yale University, ## $a Revised and shortened version of the author’s thesis (Ph.D.)-Yale University, 1982 The English edition of a Spanish publication, which is also issued in French, German, and Arabic editions

E XAMPLES OF S TRUCTURED D ESCRIPTIONS FOR R ELATED E XPRESSIONS Revision of: Biology of fishes / Carl Bond. — 2nd edition. — ## $a Revision of author’s 2 nd edition of Biology of fishes May be expressed as an unstructured description to: Revised edition of Bond’s 2 nd edition of Biology of fishes.

R ELATED M ANIFESTATIONS Scope - A related manifestation is a manifestation related to the resource being described (e.g., a manifestation in a different format).

C OMMON MANIFESTATION RELATIONSHIPS Reproductions Different formats for same expression (e.g., book vs. CD; book vs. PDF) Special issues

E XAMPLES OF IDENTIFIERS FOR RELATED MANIFESTATIONS Also issued as: ISBN # $z ISBN Also issued as: Walt Disney Studios Home Entertainment: # $i Also issued as $o Walt Disney Studios Home Entertainment

R ELATED I TEMS A related item is an item related to the resource being described (e.g., an item used as the basis for a microform reproduction).

C OMMON ITEM RELATIONSHIPS Reproduction of a specific copy “Bound with” Item added to copy of manifestation in a special collection

E XAMPLES 775 $i Reprint of (item): $t Hiking in Unicoi State Park $d Helen, GA : RST Publishers, $h 22 p. : ill. ; 19 cm.

Bound with: Report of the Committee on the District of Columbia in relation to the city of Washington : read in Senate, February 2, — City of Washington : Printed at the Globe Office, 1835 Reproduction of original from Harvard Law School Library

R ELATIONSHIPS BETWEEN P ERSONS, F AMILIES AND C ORPORATE B ODIES find persons, families, or corporate bodies that are related to the person, family, or corporate body represented by the access point retrieved in response to the user’s search understand the relationship between two or more persons, families, or corporate bodies represented by preferred access points.

Methods Identifier Preferred access point Can be recorded using MARC field 500 Relationship designator can be derived from Appendix K of RDA

E XAMPLE 110 2# $a Library of Congress. $b Policy and Standards Division 510 2# $w r $i Predecessor: $a Library of Congress. $b Cataloging Policy and Support Office 110 2# $a Library of Congress. $b Cataloging Policy and Support Office 510 2# $w r $i Successor: $a Library of Congress. $b Policy and Standards Division

100 1# $a Garr, Arnold K # $w r $i Employer: $a Brigham Young University

T HANK Y OU !