1. Basic Overview of FRBR & RDA Why, Who, What, Where, and When?? Donna R. Campbell Technical Services & Systems Librarian Westminster Theological Seminary Jan. 26, 2011

2. FRBR & RDA WHAT is it and WHY should I care? WHAT is it and WHY should I care?

3. FRBR & RDA WHAT is it and WHY should I care? WHAT is it and WHY should I care? FRBR (pronounced fer-ber) FRBR (pronounced fer-ber)

4. FRBR & RDA WHAT is it and WHY should I care? WHAT is it and WHY should I care? FRBR (pronounced fer-ber) = Functional Requirements for Bibliographic Records FRBR (pronounced fer-ber) = Functional Requirements for Bibliographic Records

5. FRBR & RDA WHAT is it and WHY should I care? WHAT is it and WHY should I care? FRBR (pronounced fer-ber) = Functional Requirements for Bibliographic Records FRBR (pronounced fer-ber) = Functional Requirements for Bibliographic Records RDA RDA

6. FRBR & RDA WHAT is it and WHY should I care? WHAT is it and WHY should I care? FRBR (pronounced fer-ber) = Functional Requirements for Bibliographic Records FRBR (pronounced fer-ber) = Functional Requirements for Bibliographic Records RDA = Resource Description and Access RDA = Resource Description and Access

7. FRBR & RDA First, came FRBR… First, came FRBR…

8. FRBR & RDA First, came FRBR… First, came FRBR… Then, came RDA… Then, came RDA…

9. FRBR & RDA First, came FRBR… First, came FRBR… Then, came RDA… Then, came RDA… FRBR and RDA are intertwined in that RDA is a set of cataloging rules based upon the FRBR conceptual model. FRBR and RDA are intertwined in that RDA is a set of cataloging rules based upon the FRBR conceptual model.

10. FRBR & RDA First, came FRBR… First, came FRBR… Then, came RDA… Then, came RDA… FRBR and RDA are intertwined in that RDA is a set of cataloging rules based upon the FRBR conceptual model. FRBR and RDA are intertwined in that RDA is a set of cataloging rules based upon the FRBR conceptual model. In order to better understand RDA, we should get a grasp of what FRBR is. In order to better understand RDA, we should get a grasp of what FRBR is.

11. FRBR WHAT is the FRBR conceptual model? WHAT is the FRBR conceptual model?

12. FRBR The next slide will give a brief introduction. The next slide will give a brief introduction.

13. FRBR WHAT is the FRBR conceptual model? WHAT is the FRBR conceptual model? The next slide will give a brief introduction. The next slide will give a brief introduction. The video moves quickly but don’t panic, just skim to get familiar with terms and ideas. We’ll cover them later. The video moves quickly but don’t panic, just skim to get familiar with terms and ideas. We’ll cover them later.

14. Bram Stoker's Dracula in FRBR Terms http://www.youtube.com/watch?v=LN0vK CFsXPE http://www.youtube.com/watch?v=LN0vK CFsXPE http://www.youtube.com/watch?v=LN0vK CFsXPE http://www.youtube.com/watch?v=LN0vK CFsXPE

15. FRBR & RDA The BIG question is WHY the change and WHY does it matter to me especially if I’m not a cataloger? The BIG question is WHY the change and WHY does it matter to me especially if I’m not a cataloger?

16. FRBR & RDA The BIG question is WHY the change and WHY does it matter to me especially if I’m not a cataloger? The BIG question is WHY the change and WHY does it matter to me especially if I’m not a cataloger? Potential changes to ILS and search and retrieval differences Potential changes to ILS and search and retrieval differences

17. FRBR & RDA The BIG question is WHY the change and WHY does it matter to me especially if I’m not a cataloger? The BIG question is WHY the change and WHY does it matter to me especially if I’m not a cataloger? Potential changes to ILS and search and retrieval differences Potential changes to ILS and search and retrieval differences Simplify (cut cost) in the cataloging sharing environment especially the digital environment Simplify (cut cost) in the cataloging sharing environment especially the digital environment

18. Everyone

19. Everyone Changes in searching techniques to glean more information Changes in searching techniques to glean more information

20. Everyone Interpreting the search results Interpreting the search results

21. Administrators

22. Administrators Changes in job descriptions for traditional catalogers and metadata catalogers (AACR2 knowledge as well as RDA) Changes in job descriptions for traditional catalogers and metadata catalogers (AACR2 knowledge as well as RDA)

23. Administrators Provide training for the major changes in cataloging rules Provide training for the major changes in cataloging rules

24. WHEN did FRBR come about?

25. 1998, Way Back When… International Federation of Library Associations and Institutions (IFLA) International Federation of Library Associations and Institutions (IFLA) Final Report on Functional Requirements for Bibliographic Records (FRBR) Final Report on Functional Requirements for Bibliographic Records (FRBR) International cataloging principles and standards were developed over time in a different environment. International cataloging principles and standards were developed over time in a different environment.

26. How Was It Different?

27. 1. An age before automated and integrated library systems such as TLC, III Millennium, ExLibris Voyager, Horizon, and SIRSI Unicorn.

28. How Was It Different? 1. An age before automated and integrated library systems such as TLC, III Millennium, ExLibris Voyager, Horizon, and SIRSI Unicorn. 2. An age before national and international large-scale databases (e.g., OCLC), where thousands of libraries contribute catalog records.

29. How Was It Different? 1. An age before automated and integrated library systems such as TLC, III Millennium, ExLibris Voyager, Horizon, and SIRSI Unicorn 2. An age before national and international large- scale databases (e.g., OCLC), where thousands of libraries contribute catalog records. 3. Furthermore, it was an age prior to shared cataloging…each library did original cataloging for each book. Indiana catalogers did not borrow cataloging from Pennsylvania catalogers much less Australia.

30. How Was It Different? 4. Increased need to reduce cataloging costs by decreasing duplicate cataloging and simplifying the cataloging process due to economic pressures and increase in publications.

31. How Was It Different? 5. Coupled with the increase in publications and need for simplification of cataloging rules, has been the advent of new formats of publications coming at us with increased rapidity as well as the use of information sources that are networked and licensed (i.e., more and more complexity and labor time)

32. How Was It Different? 6. The changing environment includes user expectations and needs.

33. How To Adapt To Changing Environment?

34. FRBR was born-- FRBR was born--

35. How To Adapt To Changing Environment? FRBR was born-- FRBR was born-- Beginning in 1990 with international reviews and comments and ending with the Final Report in 1998, IFLA constructed a framework of the goals of a bibliographic record and what a basic record should look like in this present age with the aforementioned changes in mind. This is how FRBR came about. Beginning in 1990 with international reviews and comments and ending with the Final Report in 1998, IFLA constructed a framework of the goals of a bibliographic record and what a basic record should look like in this present age with the aforementioned changes in mind. This is how FRBR came about.

36. WHAT is FRBR?

37. More user-focused rather than format- focused More user-focused rather than format- focused

38. WHAT is FRBR? More user-focused rather than format- focused More user-focused rather than format- focused Entity-relationship conceptual model Entity-relationship conceptual model

39. WHAT are Users?

40. Not just as library patrons but users outside the traditional library such as publishers and retailers. Not just as library patrons but users outside the traditional library such as publishers and retailers.

41. How is FRBR more user-focused? Functional requirements for bibliographic records are defined in relation to four user tasks. Functional requirements for bibliographic records are defined in relation to four user tasks.

42. Four User Tasks 1. Find

43. Four User Tasks 1. Find 2. Identify

44. Four User Tasks 1. Find 2. Identify 3. Select

45. Four User Tasks 1. Find 2. Identify 3. Select 4. Obtain

46. Four User Tasks 1. Find: Users use bibliographic records to find materials that correspond to their search criteria such as a specific title or all information sources covering a desired subject matter. 2. Identify 3. Select 4. Obtain

47. Four User Tasks 1. Find 2. Identify: Users use the retrieved data in bibliographic records to identify an entity. That is, the user uses the data in the record to confirm that is the information source he wants. Example: User can distinguish between two records that have same title but different texts. 3. Select 4. Obtain

48. Four User Tasks 1. Find 2. Identify 3. Select: Users use the retrieved data in bibliographic records to select an entity that is appropriate to his needs. Example: Select a text that is in the language he desires. 4. Obtain

49. Four User Tasks 1. Find 2. Identify 3. Select 4. Obtain: Users use the retrieved data in bibliographic records to acquire or obtain access to the entity described. Examples: to retrieve it from the library shelf, to place an ILL request, to access the full text online)

50. WHAT is an entity-relationship conceptual model?

51. Important FRBR terminology includes: Important FRBR terminology includes:

52. WHAT is an entity-relationship conceptual model? Important FRBR terminology includes: Important FRBR terminology includes: Entities Entities

53. WHAT is an entity-relationship conceptual model? Important FRBR terminology includes: Important FRBR terminology includes: Entities Entities Attributes Attributes

54. WHAT is an entity-relationship conceptual model? Important FRBR terminology includes: Important FRBR terminology includes: Entities Entities Attributes Attributes Relationships Relationships

55. WHAT are Entities?

56. Three Groups of Entities: Three Groups of Entities:

57. WHAT are Entities? Three Groups of Entities: Three Groups of Entities: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records:

58. WHAT are Entities? Three Groups of Entities: Three Groups of Entities: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Work Work

59. WHAT are Entities? Three Groups of Entities: Three Groups of Entities: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Work Work Expression Expression

60. WHAT are Entities? Three Groups of Entities: Three Groups of Entities: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Work Work Expression Expression Manifestation Manifestation

61. WHAT are Entities? Three Groups of Entities: Three Groups of Entities: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Group I Entities: The products of intellectual or artistic endeavor that are named or described in bibliographic records: Work Work Expression Expression Manifestation Manifestation Item Item

62. Group I Entities are what you saw in the Dracula video

63. WHAT are Entities? Group II Entities: Those entities responsible for the intellectual or artistic content, the physical production and dissemination, or the custodianship of such products: Group II Entities: Those entities responsible for the intellectual or artistic content, the physical production and dissemination, or the custodianship of such products:

64. WHAT are Entities? Group II Entities: Those entities responsible for the intellectual or artistic content, the physical production and dissemination, or the custodianship of such products: Group II Entities: Those entities responsible for the intellectual or artistic content, the physical production and dissemination, or the custodianship of such products: Person Person

65. WHAT are Entities? Group II Entities: Those entities responsible for the intellectual or artistic content, the physical production and dissemination, or the custodianship of such products: Group II Entities: Those entities responsible for the intellectual or artistic content, the physical production and dissemination, or the custodianship of such products: Person Person Corporate body Corporate body

66. WHAT are Entities? Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor:

67. WHAT are Entities? Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Concept Concept

68. WHAT are Entities? Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Concept Concept Object Object

69. WHAT are Entities? Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Concept Concept Object Object Event Event

70. WHAT are Entities? Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Group III Entities: Set of entities that serve as the subjects of intellectual or artistic endeavor: Concept Concept Object Object Event Event Place Place

71. Again, WHAT is an entity- relationship conceptual model?

72. FRBR maps out relationships between these groups of entities FRBR maps out relationships between these groups of entities

73. Again, WHAT is an entity- relationship conceptual model? FRBR maps out relationships between these groups of entities FRBR maps out relationships between these groups of entities Ex. Group I to Group II Ex. Group I to Group II

74. Again, WHAT is an entity- relationship conceptual model? FRBR maps out relationships between these groups of entities FRBR maps out relationships between these groups of entities Ex. Group I to Group II Ex. Group I to Group II FRBR maps out relationships between entities in the same Group FRBR maps out relationships between entities in the same Group

75. Again, WHAT is an entity- relationship conceptual model? FRBR maps out relationships between these groups of entities FRBR maps out relationships between these groups of entities Ex. Group I to Group II Ex. Group I to Group II FRBR maps out relationships between entities in the same Group FRBR maps out relationships between entities in the same Group Ex. Group I Work to Group I Expression Ex. Group I Work to Group I Expression

76. Back to Group I Entities Work Work Expression Expression Manifestation Manifestation Item Item

77. Bram Stoker's Dracula in FRBR Terms http://www.youtube.com/watch?v=LN0vK CFsXPE http://www.youtube.com/watch?v=LN0vK CFsXPE http://www.youtube.com/watch?v=LN0vK CFsXPE http://www.youtube.com/watch?v=LN0vK CFsXPE

78. WHAT are Attributes?

79. Each Entity has logically-defined Attributes Each Entity has logically-defined Attributes

80. WHAT are Attributes? Each Entity has logically-defined Attributes Each Entity has logically-defined Attributes Examples: Examples:

81. WHAT are Attributes? Each Entity has logically-defined Attributes Each Entity has logically-defined Attributes Examples: Examples: Attributes of a work include title of the work, date of the work, intended audience, etc. Attributes of a work include title of the work, date of the work, intended audience, etc.

82. WHAT are Attributes? Each Entity has logically-defined Attributes Each Entity has logically-defined Attributes Examples: Examples: Attributes of a work include title of the work, date of the work, intended audience, etc. Attributes of a work include title of the work, date of the work, intended audience, etc. Attributes of an expression include title of the expression, date of the expression, language of the expression, etc. Attributes of an expression include title of the expression, date of the expression, language of the expression, etc.

83. WHAT are Attributes? Each Entity has logically-defined Attributes Each Entity has logically-defined Attributes Examples: Examples: Attributes of a work include title of the work, date of the work, intended audience, etc. Attributes of a work include title of the work, date of the work, intended audience, etc. Attributes of an expression include title of the expression, date of the expression, language of the expression, etc. Attributes of an expression include title of the expression, date of the expression, language of the expression, etc. Attributes of a person include name of person, birth and death dates of person, etc Attributes of a person include name of person, birth and death dates of person, etc

84. WHAT are Relationships?

85. FRBR is an entity-relationship model FRBR is an entity-relationship model

86. WHAT are Relationships? FRBR is an entity-relationship model FRBR is an entity-relationship model The FRBR model maps out the relationship between the different entities and attributes that are relevant to the four user tasks. The FRBR model maps out the relationship between the different entities and attributes that are relevant to the four user tasks.

87. WHAT are Relationships? FRBR is an entity-relationship model FRBR is an entity-relationship model The FRBR model maps out the relationship between the different entities and attributes that are relevant to the four user tasks. The FRBR model maps out the relationship between the different entities and attributes that are relevant to the four user tasks. It’s a model that can be applied to ILS database structures. It’s a model that can be applied to ILS database structures.

88. Application of FRBR Still in the developmental stages of how the FRBR model can be applied to help users. Still in the developmental stages of how the FRBR model can be applied to help users.

89. Application of FRBR Still in the developmental stages of how the FRBR model can be applied to help users. Still in the developmental stages of how the FRBR model can be applied to help users. VTLS Virtua is one example VTLS Virtua is one example VTLS = vendor VTLS = vendor Virtua = software Virtua = software

90. VTLS Virtua In a demo of this product, William Denton, Web Librarian at York University, reports that a search for “adventures of tom sawyer” generates 3 records along with a link to generate a FRBR display: In a demo of this product, William Denton, Web Librarian at York University, reports that a search for “adventures of tom sawyer” generates 3 records along with a link to generate a FRBR display:

92. VTLS Virtua Clicking the FRBR Display link you see this: Clicking the FRBR Display link you see this:

94. WHAT is RDA?

95. Originally dubbed AACR3, to show new edition of AACR2, the title was changed to RDA to signify the radical and global shift in cataloging rules. Originally dubbed AACR3, to show new edition of AACR2, the title was changed to RDA to signify the radical and global shift in cataloging rules.

96. WHAT is RDA? Designed to apply the FRBR conceptual model Designed to apply the FRBR conceptual model

97. WHAT is RDA? Designed to apply the FRBR conceptual model Designed to apply the FRBR conceptual model Designed to simplify cataloging code Designed to simplify cataloging code

98. WHAT is RDA? Designed to apply the FRBR conceptual model Designed to apply the FRBR conceptual model Designed to simplify cataloging code Designed to simplify cataloging code Designed to establish it as a content standard for various metadata schema Designed to establish it as a content standard for various metadata schema More re-use of metadata More re-use of metadata

99. WHAT is RDA? Designed to apply the FRBR conceptual model Designed to apply the FRBR conceptual model Designed to simplify cataloging code Designed to simplify cataloging code Designed to establish it as a content standard for various metadata schema Designed to establish it as a content standard for various metadata schema More re-use of metadata More re-use of metadata Designed for the digital/online environment Designed for the digital/online environment

100. WHAT is RDA? Designed to apply the FRBR conceptual model Designed to apply the FRBR conceptual model Designed to simplify cataloging code Designed to simplify cataloging code Designed to establish it as a content standard for various metadata schema Designed to establish it as a content standard for various metadata schema More re-use of metadata beyond libraries More re-use of metadata beyond libraries Designed for the digital/online environment Designed for the digital/online environment Improve organization and access in this changing environment Improve organization and access in this changing environment

101. NEWS As of Dec. 31, 2010, the RDA test period ended. A decision whether to implement RDA in the U.S. is scheduled to be made no later than June 2011. As of Dec. 31, 2010, the RDA test period ended. A decision whether to implement RDA in the U.S. is scheduled to be made no later than June 2011.

102. WHAT do we do now?

103. What will happen to all of the catalog records we currently have? What will happen to all of the catalog records we currently have?

104. WHAT do we do now? What will happen to all of the catalog records we currently have? What will happen to all of the catalog records we currently have? Should we change from AACR2 to RDA? Should we change from AACR2 to RDA?

105. WHAT do we do now? What will happen to all of the catalog records we currently have? What will happen to all of the catalog records we currently have? Should we change from AACR2 to RDA? Should we change from AACR2 to RDA? How can we obtain training for RDA? How can we obtain training for RDA?

106. WHAT do we do now? What will happen to all of the catalog records we currently have? What will happen to all of the catalog records we currently have? Should we change from AACR2 to RDA? Should we change from AACR2 to RDA? How can we obtain training for RDA? How can we obtain training for RDA? What are the FRBR plans for our ILS? What are the FRBR plans for our ILS?

107. WHAT do I do now? What will happen to all of the catalog records we currently have? What will happen to all of the catalog records we currently have? Should we change from AACR2 to RDA? Should we change from AACR2 to RDA? How can we obtain training for RDA? How can we obtain training for RDA? What are the FRBR plans for our ILS? What are the FRBR plans for our ILS? How can our library utilize FRBR to benefit our patrons? How can our library utilize FRBR to benefit our patrons?

108. Assurances & Suggestions Years of cataloging will be honored (i.e., no massive retrospective conversion) Years of cataloging will be honored (i.e., no massive retrospective conversion)

109. Assurances & Suggestions Years of cataloging will be honored (i.e., no massive retrospective conversion) Years of cataloging will be honored (i.e., no massive retrospective conversion) Investigate VTLS’s “FRBR Software as a Service.” Investigate VTLS’s “FRBR Software as a Service.”

110. Assurances & Suggestions Years of cataloging will be honored (i.e., no massive retrospective conversion) Years of cataloging will be honored (i.e., no massive retrospective conversion) Investigate VTLS’s “FRBR Software as a Service.” Investigate VTLS’s “FRBR Software as a Service.” Investigate VTLS’s RDA Sandbox! product. Investigate VTLS’s RDA Sandbox! product.

111. Assurances & Suggestions Years of cataloging will be honored (i.e., no massive retrospective conversion) Years of cataloging will be honored (i.e., no massive retrospective conversion) Investigate VTLS’s “FRBR Software as a Service.” Investigate VTLS’s “FRBR Software as a Service.” Investigate VTLS’s RDA Sandbox! product. Investigate VTLS’s RDA Sandbox! product. Attend SEPTLA Meeting, May 9 and RDA Workshop, May 10. Attend SEPTLA Meeting, May 9 and RDA Workshop, May 10.

112. Remember that the changes are not as scary as they seem!