1. Change is in the Air: What’s New with RDA & FRBR? 2006 OLC Technical Services Retreat April 25, 2006 Glenn Patton

2. Topics for today Functional Requirements for Bibliographic Records (FRBR) Functional Requirements for Authority Records (FRAR) Functional Requirements for Subject Authority Records (FRSAR) IFLA Meeting of Experts on an International Cataloguing Code (IME-ICC) Resource Description and Access (RDA)

3. Functional Requirements for Bibliographic Records

4. What FRBR Is & Isn’t? It isn’t a standard –  So, it’s not something to implement It’s a conceptual model –  It helps us think about current standards and practices It’s a tool  It clarifies how catalogs should function

5. Four User Tasks Find Identify Select Obtain And, maybe a fifth: Navigate

7. Used by permission of William Denton

8. FRBR Working Group activities Working Group on Aggregates Working Group on the Expression Entity Working Group on FRBR/CRM Dialogue Survey of System Vendors

9. Working Group on Aggregates New working group chaired by Ed O’Neill Looking at issues related to:  collections, selections, anthologies...  augmentations  series  journals  integrating resources  multipart monographs

10. Working Group on the Expression Entity Proposal to refine the description of Expression in Section 3.2.2 of FRBR Problematic statement: “Strictly speaking, any change in intellectual or artistic content constitutes a change in expression.”

11. Working Group on FRBR/CRM Dialogue Joint IFLA Cataloguing Section/ICM International Committee for Documentation project Harmonizing FRBR bibliographic model with the CRM cultural heritage information model Expressing FRBR entity-relationship model as an object-oriented model

12. System Vendor Survey 70 questionnaires;12 responses 67% keep up to date with FRBR activities; 41% actively participate

13. System Vendor Survey 50% said FRBR has had no impact on current products 67% said FRBR has some impact on product development

14. System Vendor Survey 67% have customers inquiring about or asking for FRBR support 84% said “valuable conceptual tool” or “useful practical tool

15. FRBR in use OCLC’s Open WorldCat

19. FRBR in use OCLC’s FirstSearch Pilot

24. FRBR resources IFLA FBR Review Group http://www.ifla.org/VII/s13/wgfrbr/wgfrbr.htm FRBR Blog http://www.frbr.org/http://www.frbr.org/ Tillett, Barbara. “What is FRBR?: A Conceptual Model for the Bibliographic Universe.” 2004. Available at http://www.loc.gov/cds/downloads/FRBR.PDF http://www.loc.gov/cds/downloads/FRBR.PDF Maurer, Margaret. “Before You Attend the Workshop: FRBR and the Future,” TechKNOW 10, no. 4 (March 2004). Available at http://www.library.kent.edu/files/TechKNOWMarch2004.pdf http://www.library.kent.edu/files/TechKNOWMarch2004.pdf

25. Functional Requirements for Authority Records

26. FRAR FRBR – “the need to extend the model … to cover authority data” Working group established in 1998 Worldwide review completed in October 2005 Final editing of functional requirements in process

27. known by Bibliographic Entities Names and/or Identifiers Controlled Access Points basis for

29. FRAR resources Patton, Glenn. “FRAR: Extending FRBR Concepts to Authority Data.” 2005. Available at: http://www.ifla.org/IV/ifla71/papers/014e- Patton.pdfhttp://www.ifla.org/IV/ifla71/papers/014e- Patton.pdf The functional requirements document as made available for worldwide review: http://www.ifla.org/VII/d4/wg-franar.htm http://www.ifla.org/VII/d4/wg-franar.htm

30. Functional Requirements for Subject Authority Records

31. FRSAR A further extension of FRBR into the area of subject access Both subject thesauri and classification Working group chaired by Marcia Zeng (Kent State University), Maja Žumer (University of Ljubljana) and Athena Salaba (Kent State University) http://www.ifla.org/VII/s29/wgfrsar.htm

32. FRSAR terms of reference Build a conceptual model of Group 3 entities within the FRBR framework Provide a clearly defined, structured frame of reference for relating the data that are recorded in subject authority records to the needs of the users of those records Assist in an assessment of the potential for international sharing and use of subject authority data both within the library sector and beyond

33. IFLA Meeting of Experts on an International Cataloguing Code

34. “A code for code makers” Meetings of Experts Frankfurt (2003) Buenos Aires (2004) Cairo (2005)  Seoul (2006)  Durban (2007) http://www.ifla.org/VII/s13/index.htm#IME-ICC

35. Resource Description and Access

36. RDA Joint Steering Committee meeting this week, Ottawa, Ontario Agenda:  Review of comments on Part I (Resource Description)  Initial Review of Part II (Relationships)

37. Part I — Resource Description Introduction to part I Chapter 1. General guidelines on resource description Chapter 2. Identification of the resource Chapter 3. Technical description Chapter 4. Content description Chapter 5. Information on terms of availability, etc. Chapter 6. Item-specific information

38. Part II — Relationships Introduction to part II Chapter 7. General guidelines on reflecting relationships Chapter 8. Access points reflecting relationships to persons, families, and corporate bodies Chapter 9. Citations for related works, etc. Chapter 10. Special instructions for particular types of works

39. Part III - Access Point Control Introduction to part III Chapter 11. General guidelines on access point control Chapter 12. Names of persons Chapter 13. Names of families Chapter 14. Names of corporate bodies Chapter 15. Names of places Chapter 16. Citations for works, etc. Chapter 17. Other information used in access point control

40. Appendices, etc. Appendix A. Capitalization Appendix B. Abbreviations Appendix C. Initial articles Appendix D. Presentation of descriptive data Appendix E. Presentation of access point control data Glossary Index

41. RDA Timeline May 2005-July 2005: Development of prospectus Oct. 2005-April. 2006: Completion of draft of part I, and constituency review May 2006-Sept. 2006: Completion of draft of part II, and constituency review Oct. 2006-Apr. 2007: Completion of draft of part III, and constituency review May 2007-Sept. 2007: Completion of General Introduction, Appendices, and Glossary 2008: Publication

42. Changes in “the Process” Drafts openly available for review and comment http://www.collectionscanada.ca/jsc/rda.html Constituent comments also available ALA: http://www.libraries.psu.edu/tas/jca/ccda/docs/5rda-part1- alaresp.pdfhttp://www.libraries.psu.edu/tas/jca/ccda/docs/5rda-part1- alaresp.pdf CILIP: http://www.slainte.org.uk/aacr/pubs/5rda-part1- cilipresp.pdfhttp://www.slainte.org.uk/aacr/pubs/5rda-part1- cilipresp.pdf

43. RDA and ONIX? Joint initiative announced April 10: “… to develop a framework for categorizing resources in all media that will support the needs of both libraries and the publishing industry and will facilitate the transfer and use of resource description data across the two communities.”

44. RDA information On the JSC website: http://www.collectionscanada.ca/jsc/rda.html On the CC:DA website: http://www.libraries.psu.edu/tas/jca/ccda/index.html ALCTS Forum on RDA: Saturday, June 24th, 4:00 to 5:30 p.m. Morial Convention Center, Room 295/296

45. More Questions? Glenn Patton pattong@oclc.org 1-800-848-5878, ext. 6371