1. RDA for the Non-Cataloger: With an Emphasis on Government Information Lori Robare University of Oregon Libraries October 14, 2013

2. RDA : Resource Description and Access RDA has been developed as a replacement for AACR2 – By the Joint Steering Committee (JSC) International effort: U.S., U.K., Canada, Australia, Germany Published in June 2010 Testing by U.S. libraries July 2010-March 2011 DIGOR, October 2013

3. Gradual implementation Library of Congress completed its implementation in March 2013 Many libraries are beginning to catalog in RDA When to implement is a local decision RDA records are compatible with AACR2 records – Most libraries will not re-catalog DIGOR, October 2013

4. GPO’s implementation Effective April 1, 2013, all of GPO’s original cataloging is done according to RDA GPO will use AACR2 records in copy cataloging Webinar recording available: – An overview of RDA and its implementation at GPO http://www.fdlp.gov/component/content/article/16-cataloging/1457- rda-standard-implemented-gpo-4-1-13 DIGOR, October 2013

8. RDA Fundamental re-thinking of cataloging theory and practice – Yet designed to be compatible with existing records Based on internationally established principles, models and standards Designed with the user in mind, using terminology that makes sense A more consistent and flexible framework for describing all types of resources DIGOR, October 2013

9. RDA... defines individual data elements, many with controlled vocabulary lists can be used with MARC, but is structured to work with new data formats clearly indicates the nature of relationships – e.g., between works and their creators will support the integration of library catalog data into the broader environment DIGOR, October 2013

10. Things that are changing with RDA Changes in what you’ll see in catalog records Conceptual changes in how we think about cataloging and do cataloging Structural changes that will affect the role of library data in the web environment DIGOR, October 2013

11. User tasks Find Identify Select Obtain Entity-relationship model Entities: Group 1, 2, 3 Relationships Attributes Functional Requirements for Bibliographic Records (FRBR) DIGOR, October 2013

12. FRBR entities: Group 1 (products of intellectual or artistic endeavor) = the things we collect – Work – Expression – Manifestation – Item DIGOR, October 2013

13. Work Slide from William Denton and Jodi Schneider DIGOR, October 2013

14. Expressions Les Trois Mousquetaires Text in French Translation into English 14 Spoken word Slide adapted from Denton and Schneider DIGOR, October 2013

15. Manifestations books Videocassettes DVDs CDs Slide from William Denton and Jodi Schneider DIGOR, October 2013

16. Viking, 2006 manifestation: 2 items at UO Trident, 1999 manifestation: 1 item at UO Items Copy 1 Copy 2 DIGOR, October 2013

17. Original Work - Same Expression Same Work – New Expression New Work Cataloging Rules Cut- Off Point Derivative EquivalentDescriptive Facsimile Reprint Exact Reproduction Copy Microform Reproduction Variations or Versions Translation Simultaneous “Publication” Edition Revision Slight Modification Expurgated Edition Illustrated Edition Abridged Edition Arrangement Summary Abstract Digest Change of Genre Adaptation Dramatization Novelization Screenplay Libretto Free Translation Same Style or Thematic Content Parody Imitation Review Criticism Annotated Edition Casebook Evaluation Commentary Barbara Tillett: Family of Works DIGOR, October 2013

18. FRBR entities: Group 2 those responsible for the intellectual and artistic content* – Person – Corporate body – Family DIGOR, October 2013

19. Work Expression Manifestation Item Group 2 many is owned by is produced by is realized by is created by Person Corporate Body Family Slide from Barbara Tillett DIGOR, October 2013

20. ER Database Work: Gone with the wind created by has a subject realized through Work: Gone with the wind (1938 film) derived from Person: O’Hara, Scarlett Place: Georgia Expression: Hungarian text Expression: Danish text Expression: English text Expression: English abridged text Expression: Chinese text Expression: English spoken word Person: Mitchell, Margaret, 1900-1949 Slide from Robert Maxwell DIGOR, October 2013

21. ER Database Work: Gone with the wind realized through Expression: English spoken word Person: Stephens, Linda performed by Manifestation Format: audiocassette Publisher: Recorded Books, ℗2001 embodied in Manifestation Format: compact disc Publisher: Recorded Books, ℗2001 Manifestation Format: Playaway Publisher: Playaway, ©2009 Slide from Robert Maxwell DIGOR, October 2013

22. RDA outline: Attributes (sect. 1-4) Recording attributes of: – manifestation and item (chapters 1-4) – work and expression (chapters 5-7) – person, family, and corporate body (chapters 8-11) – concept, object, event,* place (chapters 12-16) DIGOR, October 2013

23. Changes in terminology Author  Creator Heading  Authorized access point Uniform title  Preferred title Main entry  [it’s complicated] DIGOR, October 2013

24. Changes in catalog records “Take what you see” in fields that we transcribe: – Title, statement of responsibility, edition, etc. – Much less adjusting, abbreviating, omitting, bracketing – No longer using [sic] for errors DIGOR, October 2013

25. AACR2: Title:Bizzare [sic] tales Edition:3rd rev. ed. Alt title: Bizarre tales RDA: Title:Bizzare tales Edition:Third revised edition Alt title:Corrected title: Bizarre tales(optional) DIGOR, October 2013

26. Capitalization MAY differ May match what is on the item AACR2: Title: Baltic journal of art history RDA: Title:Baltic journal of art history OR Baltic journal of ART HISTORY DIGOR, October 2013

27. No more [et al.] No limit on the number of people recorded in a single statement of responsibility AACR2: America’s radical right / Raymond Wolfinger... [et al.]. RDA: America’s radical right / Raymond Wolfinger, Martin Shapiro, Fred I. Greenstein, Steven J. Rosenstone. Alternative: America’s radical right / Raymond Wolfinger [and three others]. DIGOR, October 2013

28. How does this affect “main entry”? No more “rule of three” – More than three creators? Wolfinger, Raymond E. ** required America’s radical right / Raymond Wolfinger, Martin Shapiro, Fred I. Greenstein, Steven J. Rosenstone. Access points:Shapiro, Martin. Greenstein, Fred I. Rosenstone, Steven J. Allowed, but not required DIGOR, October 2013

29. Changes in headings/access points: personal names Abbreviations spelled out: Lee, John, 18th cent.  Lee, John, 18th century King, Mike, 1946 Oct. 10-  King, Mike, 1946 October 10 Smith, Jane, ca. 1820-1865  Smith, Jane, approximately 1820-1865 Tate, Ellen, fl. 1893-1940  Tate, Ellen, active 1893-1940 Terms indicating relationships are part of the name: Williams, Hank, 1949-  Williams, Hank, Jr., 1949- DIGOR, October 2013

30. Corporate names & titles “Department” spelled out, if it is used that way Ohio. Dept. of Commerce  Ohio. Department of Commerce Parts of the Bible Bible. O.T.  Bible. Old Testament Bible. O.T. Genesis  Bible. Genesis Other sacred scriptures Koran  Qur’an DIGOR, October 2013

31. Changes to authority file Machine conversion of about 400,000 authority records in March 2013 – Spelling out abbreviations: Dept.  Department – Changing Koran to Qur’an – Spell out or remove O.T. and N.T These changes happened in the WorldCat authority file – Some bibliographic records in WorldCat were linked and changed DIGOR, October 2013

32. Updating “Dept.” access points in bibliographic records This is a huge endeavor A great deal of progress has been made in the WorldCat database Local catalogs will vary – If you rely on browsing for author names including the word “Dept.”/”Department”, talk to your catalogers – find out what they are doing DIGOR, October 2013

33. Washington State University’s catalog

34. DIGOR, October 2013 Washington State University’s catalog

35. DIGOR, October 2013 Searching in WorldCat Local: washington state department

36. DIGOR, October 2013 Searching in WorldCat Local: washington state dept

37. Latin terms replaced AACR2, when you could not even guess place of publication or name of publisher: [S. l.] : [s.n.] RDA: [Place of publication not identified] : [publisher not identified] …but actually we will most often give a probable place, even just: [United States?] DIGOR, October 2013

38. Publication & copyright dates AACR2: – If date of publication is unknown, the copyright date is given in its place – Copyright date not usually in the record otherwise RDA: – copyright date is a separate element and is often included in records, even if the same as publication date DIGOR, October 2013

39. AACR2: [S.l.] : Harvest House Pub., c2010. RDA: [United States] : Harvest House Publishers, [2010]. In addition, you may see in a separate field: ©2010 OR copyright 2010 DIGOR, October 2013

40. More discrete statements about publication (distribution, etc.) AACR2 and the MARC 260 field combine information about publication, distribution, manufacture, and copyright in one text string RDA defines separate elements for these – And the new MARC 264 field allows separate statements in a MARC record DIGOR, October 2013

41. New MARC coding for publication information: 264 Provides separate statements for information about publication, distribution, manufacture, and copyright 264 _1 [United States] : $b Harvest House Publishers, $c [2010] 264 _4 $c ©2010 DIGOR, October 2013

42. 2 nd indicator describes the function 264 Second indicator: 0 Production 1 Publication 2 Distribution 3 Manufacture 4 Copyright notice date GPO practice: record a distribution statement that appears on the item being cataloged, in addition to the publication statement DIGOR, October 2013

43. Catalog display making use of separate statements (Stanford University Libraries) DIGOR, October 2013

44. UO’s local catalog: new labels for different functions not yet implemented

45. Less abbreviating, more words Physical description (300 field) AACR2: 86, [21] p. : ill., 1 folded map ; 24 cm. RDA: 86 pages, 21 unnumbered pages : illustrations, 1 folded map ; 24 cm DIGOR, October 2013

46. Some abbreviations endure RDA still uses abbreviations for dimensions and for duration: 1 DVD video (90 min.) : digital, sound, color ; 4 ¾ in. DIGOR, October 2013

47. Another terminology change For a CD AACR2: 1 sound disc RDA: 1 audio disc Option: use a term such as “CD” or “compact disc”: 1 CD 1 compact disc DIGOR, October 2013

48. No more [General material designation] GMD is the bracketed information in the title that conveys the type of material [electronic resource] [sound recording] [videorecording] Replaced by three new elements: – Content type (text, performed music, spoken word, etc.) – Media type (audio, microform, video, etc.) – Carrier type(audio disc, online resource, videodisc, etc) DIGOR, October 2013

49. MARC fields replacing the GMD 336 Content type 337 Media type 338 Carrier type These collectively replace the [GMD] Questions about catalog display – Icons? – Text? DIGOR, October 2013

50. AACR2 : e-book Game of thrones and philosophy [electronic resource] : logic cuts deeper than swords / edited by Henry Jacoby. RDA : e-book Game of thrones and philosophy : logic cuts deeper than swords / edited by Henry Jacoby. 336 $a text $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier Replace GMD DIGOR, October 2013

51. Examples: cartographic Printed map cartographic image unmediated sheet Online map cartographic image computer online resource DIGOR, October 2013

52. Examples: moving images DVD two-dimensional moving image video videodisc Streaming video two-dimensional moving image computer online resource DIGOR, October 2013

53. Examples: music CD performed music audio audio disc Score notated music unmediated volume DIGOR, October 2013

54. If displayed in a catalog record… Might display with the “Description” field (300): Title: RED DIAPER BABY Description: 1 DVD video (90 min.) : digital, sound, color ; 4 ¾ in. two-dimensional moving image video videodisc DIGOR, October 2013

55. BYU’s catalog DIGOR, October 2013

56. BYU’s catalog: online government publication

57. DIGOR, October 2013 BYU’s catalog: printed map

58. Puyallup, Sept. 2013 To find RDA records in BYU’s catalog: catalog.lib.byu.edu Do a “search all” keyword using “rda{040}”

59. Puyallup, Sept. 2013 catalog.lib.byu.edu “search all” keyword using “rda{040} and oregon”

60. 33X fields are repeatable Many resources have more than one content, media, and carrier type The fields may be repeated – $3 may be used to identify parts of the resource OR Multiple terms may be given within one field – 336 $a text $a still image Puyallup, Sept. 2013

61. Book + DVD Puyallup, Sept. 2013

62. Spoken word CDs + booklet Puyallup, Sept. 2013

63. Challenges with loss of GMD Some libraries rely on the GMD to alert patrons and staff to format of material Large print – New MARC subfield, recently implemented: 340 Physical medium $n Font size Example: 340 $n Large print Some will continue to add GMD locally – map terms from new fields? – possibilities with MarcEdit? DIGOR, October 2013

64. RDA Carrier Type displayed in search results (BYU) DIGOR, October 2013

65. Discovery layer: RDA record for a DVD in WorldCat Local

66. Is it an RDA record? DIGOR, October 2013

67. How to identify an RDA record DIGOR, October 2013

68. OCLC and “RDA-ifying” WorldCat OCLC has begun changing some AACR2 (and earlier) records in WorldCat to incorporate useful RDA practices Consistency should help new catalogers, systems staff, patrons – And make the transition to a post-MARC world easier Puyallup, Sept. 2013

69. Changes include: Adding 336, 337, 338 fields Spelling out abbreviations in some fields Converting Latin abbreviations to English equivalents in some fields Heading changes according to RDA Puyallup, Sept. 2013

70. DIGOR, October 2013 AACR2 record with RDA fields added by OCLC

71. DIGOR, October 2013

72. Acquisitions, Copy cataloging, ILL Recognizing RDA records in Connexion/staff view – 040 $e rda & Desc “i” Identifying a matching record: what looks different? Copy catalogers: what should be edited – anything? Retain data (don’t delete!) – even if it isn’t used by ILS now DIGOR, October 2013

73. ILS changes Ensure that your ILS can load new MARC fields Make decisions about display and indexing – If the GMD is important to your users, can you make changes that will provide the information? Talk to your vendor: what is being done to support use of RDA fields? DIGOR, October 2013

74. Identifying people … & corporate bodies, & families and naming relationships Open Clip Art Library: russel DIGOR, October 2013

75. RDA authority record for a person: Labeled / Public display in LC’s catalog (authorities.loc.gov)

76. DIGOR, October 2013 Ending date Beginning date Affiliation RDA MARC authority record for a person – with new fields

77. DIGOR, October 2013 Government agency in Hawaii Field of activity

78. Relationships in RDA Naming relationships between: – a person (or corporate body, family) and a resource Jane Doe is the choreographer of this dance – between resources ABC is a parody of XYZ – between people, corporate bodies, etc. Samuel Clemens is the real identity of Mark Twain …in a very structured way, that computers can understand Thanks to Dianne Hillmann DIGOR, October 2013

79. In a catalog record… Author access points MAY be followed by terms describing the role of the person or organization: – e.g., author, editor, composer, filmmaker, performer, production company, issuing body, sponsoring body DIGOR, October 2013

80. Terms that identify roles MAY follow author access points DIGOR, October 2013

81. Examples for corporate bo dies DIGOR, October 2013

82. In a catalog record… Access points for related works MAY have introductory terms specifying the nature of the relationship – e.g., based on …, abridgement of …, parody of …, remake of …, prequel to …, revision of … DIGOR, October 2013

84. Authority record relationships: Labeled / Public display in LC’s catalog

85. Slide from Adam Schiff DIGOR, October 2013

86. Puyallup, Sept. 2013

88. Other relationship terms Just a few of the many available terms: – Adaptation of (work) – Commentary on (expression) – Issued with – Parody of (work) – Remake of (work) – Screenplay for (expression) – Translation of Puyallup, Sept. 2013

89. Benefits Greatly enhanced ability to provide structured information about: – People, corporate bodies, and families important to our local institutions and communities – Roles that they perform in relation to the resources in our collections – Relationships among resources We have always tried to do this, but were limited to textual note fields DIGOR, October 2013

90. Looking ahead: the potential RDA data elements and vocabularies have been registered – Formally defined in an open metadata registry – Each term has a unique URI Machines can use and interpret catalog information in a new way Opens up our world to others who want to organize and structure information – or use our data Thanks to Diane Hillmann DIGOR, October 2013

91. http://metadataregistry.org/ DIGOR, October 2013

92. RDA Relationships for Persons, Corporate Bodies, Families Real identity DIGOR, October 2013

93. Detail: Real identity URI DIGOR, October 2013

94. A computer can “understand”: Mark Twain – (link to name authority record) viaf.org/viaf/50566653 Has real identity – (link to “Real identity” role in the registry): metadataregistry.org/uri/schema/RDARelationshipsGR2/realIdentity (RDF) metadataregistry.org/uri/schema/RDARelationshipsGR2/realIdentity(RDF) Samuel Clemens – (link to name authority record) http://viaf.org/viaf/53367783 DIGOR, October 2013

95. Part of Mark Twain’s authority record DIGOR, October 2013

96. …which is linked to the Virtual International Authority File DIGOR, October 2013

97. Which is referenced in the Wikipedia entry for Mark Twain DIGOR, October 2013

98. MARC is changing… New fields More discrete data elements – Text that has been impossible to process and manipulate  much improved But is it changing enough? DIGOR, October 2013

99. www.loc.gov/marc/transition DIGOR, October 2013

100. LC’s Bibliographic Framework Transition Initiative Collaborative process Focus: translate the MARC 21 format to a linked data model – While retaining as much as possible the robust and beneficial aspects of MARC LC contracted with Zepheira to: – Provide model(s) as starting point for discussion – Provide analysis of related initiatives underway DIGOR, October 2013

102. Closing thoughts… Be nice to your catalogers They have a lot to deal with right now Open Clip Art Library: secretlondon DIGOR, October 2013

103. Catalogers: Be patient with yourself and others as we’re ALL learning Take advantage of free training resources DIGOR, October 2013

104. Help from LC and others: freely available here! http://www.loc.gov/catworkshop/ DIGOR, October 2013

105. Help from: ALCTS – webinars are free after six months! FRBR as a Foundation for RDA – Robert Maxwell Changes from AACR2 to RDA: a Comparison of Examples – Adam Schiff DIGOR, October 2013

106. “Elevator speech” RDA aims to provide catalog data that will help libraries define our presence on the Web – With well-defined and structured data elements – Clearly indicating relationships among works and the people responsible for them – Clearer language for our patrons – Easier for computers to manipulate DIGOR, October 2013

107. Thank you! And thanks to: – William Denton – Jodi Schneider – Diane Hillmann – Robert Maxwell – Adam Schiff – Barbara Tillett …for the use of some slides DIGOR, October 2013

108. Cataloger’s Learning Workshop: www.loc.gov/catworkshop/ www.loc.gov/catworkshop/ ALCTS webinar archive: www.ala.org/alcts/confevents/past/webinar Adam Schiff’s RDA presentations: http://faculty.washington.edu/aschiff/ Metadata Registry http://metadataregistry.org/ Bibliographic Framework Transition Initiative http://www.loc.gov/marc/transition/ DIGOR, October 2013

109. Questions?