LIS 605 Metadata creation for information organization donna Bair-Mundy

Course Web page (URL is on course syllabus)

Online Version of Course Syllabus

Extra credit (1 opportunity per quiz) Step 1: Find a scholary article on the topic of the quiz Quiz + Scholarly article on topic of quiz Summary of your scholarly article on topic of quiz + Step 2: Summarize your article Step 3: When quiz is due, you hand in:

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Lecture Powerpoints

LIS 605 Web page : lectures

Introductions Your full nameYour full name What you like to be calledWhat you like to be called Academic backgroundAcademic background Experience with catalogingExperience with cataloging Something interesting about yourselfSomething interesting about yourself Your full nameYour full name What you like to be calledWhat you like to be called Academic backgroundAcademic background Experience with catalogingExperience with cataloging Something interesting about yourselfSomething interesting about yourself

King Ashurbanipal’s library Cuneiform tablet telling the Epic of Creation From the Library of King Ashurbanipal (reigned BC)

Bibliographic control The skill or art of organizing knowledge for retrieval “Bibliographic control comprises the creation, storage, manipulation, and retrieval of bibliographic data. Catalogers produce the tools that are necessary for bibliographic control to function.” Larry Osborne

Tools for bibliographic control BibliographiesDatabases IndexesCatalogs

Three parts of cataloging Description – Identifies a specific item in the collection Access – Provides a logical means of locating item in the catalog –Author,* title –Subject(s) Classification – Collocates materials using a particular classification scheme *RDA uses the term “creator” for the person responsible for the intellectual/artistic content of a work in general, the term “author” for works that consist of text

Cataloging codes provide uniformity in practice Patrons can move from library to library and be able to locate materials Librarians can provide services from library to library; allows sharing of resources

Earlier codes 1841 – Sir Anthony Panizzi – British Museum – Rules for the compilation of the catalogue1841 – Sir Anthony Panizzi – British Museum – Rules for the compilation of the catalogue 1853 – Charles Jewett – Smithsonian – On the construction of catalogs1853 – Charles Jewett – Smithsonian – On the construction of catalogs 1876 Charles Ammi Cutter - Boston Athenaeum– Rules for a dictionary catalog1876 Charles Ammi Cutter - Boston Athenaeum– Rules for a dictionary catalog

Recent codes ALA rules (1949) for entry and headingsALA rules (1949) for entry and headings LC rules (1949) for descriptionLC rules (1949) for description AACR (1967) – two versions:AACR (1967) – two versions: –British –American

Recent codes (cont’d) AACR2 (1978)AACR2 (1978) –Published jointly by Canada, Great Britain, and U.S. –Included new media –Addressed changing circumstances and previous ambiguities –Periodic minor updates and major revisions

The new code: RDA Resource Description and AccessResource Description and Access Recognition of increasing use of digital technologiesRecognition of increasing use of digital technologies Resources and records for them readily move across cultural, national, and linguistic boundariesResources and records for them readily move across cultural, national, and linguistic boundaries Establish basic principles and how to apply those principles to a variety of types of content and formatEstablish basic principles and how to apply those principles to a variety of types of content and format Incorporate ideas from FRBR (Functional Requirements for Bibliographic Records) established by IFLA (Internat’l Fed. of Lib. Assocs. and Instits.)Incorporate ideas from FRBR (Functional Requirements for Bibliographic Records) established by IFLA (Internat’l Fed. of Lib. Assocs. and Instits.)

RDA/FRBR Group 1 entities : productions of intellectual/artistic endeavor Work Expression Manifestation Item A distinct intellectual or artistic creation (content) Realization of a work in the form of alpha numeric, musical... notation Physical embodiment of an expression of a work Single exemplar or instance of a manifestation

Relationships between RDA/FRBR Group 1 entities Work Expression Manifestation Item is realized through is embodied in is exemplified by

Harry Potter and the Four RDA/FRBR Entities Work Expression Manifestation Item Harry Potter and the Philosopher’s Stone English- language novel Spanish- language novel

Associated people and corporate bodies Work Expression Manifestation Item Harry Potter and the Philosopher’s Stone English- language novel Spanish- language novel Creator Translator Publisher Owner

RDA January 2008 Working Group on the Future of Bibliographic Control called for suspension of work on RDA—FRBR is untested

RDA - June 2008 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL) “...a thorough and rigorous test of RDA was needed to answer questions about whether or not it should be further developed and implemented.”

RDA – November 2008

RDA

RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL)

RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL) Provide a consistent, flexible and extensible framework for all types of resources and all types of content This goal was met Be compatible with international established principles and standards This goal was partially met

RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL) Be written in plain English, and able to be used in other language communities This goal was not met Be easy and efficient to use, both as a working tool and for training purposes This goal was not met

RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL) Contingent on the satisfactory progress/completion of the tasks and actions items below, the Coordinating Committee recommends that RDA should be implemented by LC, NAL, and NLM no sooner than January LC moved implementation date to March 2013

RDA April 1, 2013 Library of Congress officially converted to RDA

RDA April 2014 update

Cutter’s Rules for a Dictionary Catalog (1904 ed.) Tells client whether library owns a book if client knows the author, title, or subject (known- item search) Shows the holdings library has by an author, on a subject, or in a kind of literature (we do last only for children’s literature)...

Cutter’s Rules for a Dictionary Catalog (cont’d) Identifies the work through adequate description and provides means to locate the work on the shelf

Forms of catalogs (1) Book catalog – write entries in a blank bookBook catalog – write entries in a blank book –Originally done by hand Difficult to keep in alphabetical orderDifficult to keep in alphabetical order –Printed version Can distribute widelyCan distribute widely Immediately out of dateImmediately out of date

Jefferson’s 1783 catalog catalog1783/

Forms of catalogs (2) Sheaf catalog – like looseleaf notebook, sheaves tied together with ribbon Slip catalog – backing sheets with multiple pockets for slips with information about books –Could update –Had to shift slips

Forms of catalogs (3) Card catalog – cards size of French playing cards –Can update –Can’t do Boolean searching –Time consuming to use and keep current –Elaborate filing rules – in 1980 determined that over 50% of LC catalog cards were misfiled

Types of card catalogs Divided Author & title; SubjectDivided Subject Shelflist call no. order provides inventory Shelflist call no. order provides inventory Dictionary Author, title & subj. in one; alpha order Dictionary Author, title & subj. in one; alpha order

Types of card catalogs (2) Classed Class nos. used for filing; can have more than 1 class no. Classed Class nos. used for filing; can have more than 1 class no.

More forms of catalogs COM (Computer Output Microform) –Compact –Need readers –Inflexible after production –Used as back-ups for OPAC –Not liked by patrons Microfiche reader

Still more forms of catalogs OPAC (Online Public Access Catalog) –Can update –Permits Boolean searching –Rapid retrieval –Expensive to maintain Hardware Software Training of staff and patrons

MARC Format Introduced in late 1960s Communication standard for transmission of cataloging data Record structure governed by ANSI standard Z39.2 Machine-Readable Cataloging Format Henriette Avram

MARC Format (cont’d) Content designation (codes to identify and characterize further the data elements within a record and to support manipulation of those data) defined in MARC 21 formatsMARC 21 formats Data content governed by RDA, LCSH, etc.

Harry Potter and the sorcerer’s stone – what the patron sees Personal Name: Rowling, J. K. Main Title: Harry Potter and the sorcerer's stone / by J.K. Rowling ; illustrations by Mary GrandPré. Edition Information:1st American edition. Published/Created: New York : A.A. Levine Books, …

Harry Potter and the Sorcerer’s Stone – what the cataloger sees 100 1_ |a Rowling, J. K |a Harry Potter and the philosopher's stone |a Harry Potter and the sorcerer's stone / |c by J.K. Rowling ; illustrations by Mary GrandPré. 250 __ |a 1st American edition. 264 □ 1 |a New York : |b A.A. Levine Books, |c 1998.

Harry Potter and the Sorcerer’s Stone – what the computer sees 01757cam a … aRowling, J. K.10aHarry Potter and the philosopher's stone10aHarry Potter and the sorcerer's stone /cby J.K. Rowling ; illustrations by Mary GrandPré. a1st American edition. aNew York :bA.A. Levine Books,c1998. … (The actual MARC record)

MARC fields information

MARC fields information (cont’d) … 20X-24XTitle and Title-Related Fields 25X-28X Edition, Imprint, Etc. Fields 3XX Physical Description, Etc. Fields 4XX Series Statement Fields 5XX Note Fields …

MARC fields information (cont’d)

RDA Tookit

RDA – Where do we start? Work Expression Manifestation Item Harry Potter and the Philosopher’s Stone English- language novel Spanish- language novel

RDA - where do we start?

RDA Chapter 2

RDA - Physical description

International Standard Bibliographic Description (ISBD) Standard for punctuation and indentation Allows identification of elements of a record even if that record is in a foreign language

RDA - Punctuation

Areas of description 1.Title & statement of responsibility 2.Edition 3.Material format (not for books) 4.Publication, distribution, etc. 5.Physical description 6.Series 7.Note 8.Std. Number and terms of availability

Areas in MARC record 020 ISBN 245Title & statement of responsibility 250Edition statement 260Publication, distribution, etc. 300Physical description 4XXSeries 500Note Area 8 Area 1 Area 2 Area 4 Area 5 Area 6 Area 7

RDA Chapter 2 organization Area 1 Area 2 Area 6 Area 4

Chapter 7 – Describing Content

Providing access points

Resources for descriptive cataloging RDA gives the rules for description and access points MARC 21 gives information regarding the fields and subfields in which the data is encoded

Information organization Library Catalogs Corporate Taxonomies Folksonomies Tag Clouds Biological Taxonomies Professional Knowledge Spaces Personal Knowledge Spaces Digital Knowledge Organization

Class Discussions Abbas, June Structures for organizing knowledge: exploring taxonomies, ontologies, and other schemas

Laulima (for when we run out of discussion time in class) donnab●●●●●●

LIS 605 Laulima site