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Authority Control in dPanther - Part II:
Preferred Names for Corporate Bodies
Zhonghua Du
Metadata and Cataloging Services Librarian
Florida International University Libraries
-- Metadata Authorities Workshop of the dPanther Users’ Group
July 31, 2015
Outlines
1. Corporate body and corporate name
2. Preferred name and preferred source
3. Capitalization and transcription
4. Initial articles
5. Different forms of the same name
6. Multiple languages
7. Name change
8. Direct name or subordinate name
9. Consistency in dPanther
1. Corporate body and corporate name
 Corporate body refers to an organization or group of
persons and/or organizations that is identified by a
particular name and that acts, or may act as a unit.
Examples include associations, institutions, non-profit
enterprises, governments, etc.
 Corporate names are the names for corporate
bodies.
2. Preferred name and preferred source
 The preferred name is the commonly known form of
the name; The forms found in preferred sources are
assumed to be the commonly known form
 The RDA glossary defines the preferred name for the
corporate body as: the name or form of name
chosen as the basis for the authorized access point
representing that body.
National Gallery of Art (U.S.)
3. Capitalization and transcription - A
 Refer to RDA Appendix A 2
Global Water for Sustainability Program
 For names with unusual capitalization, follow the
capitalization of the commonly known form
eBay (Firm)
3. Capitalization and transcription - B
 Diacritical marks: record them as they appear; add
them if it is certain that they are integral to the name
but were omitted in the source. E.g., Éliphas Lévi
 Hyphens: Retain if used by the body
 Space of initials: do not add space between initials
B.B.C. Symphony Orchestra
4. Initial articles
 Omit initial articles unless the name is to be accessed
under the article
110 2_ the Library Association
but
110 2_ Los Angeles String Orchestra
5. Different forms of the name
 Choose the name on the preferred source if
variant forms of the name are found in
resources associated with the body
 Choose the name that is presented formally
as the preferred name if variant names
appear in the preferred source of
information
 Giersch Engineering Company
 Not: Giersch Engineering Co
8
6. Multiple languages
 If the name appears in different languages,
choose the form in the official language of the
body as the preferred name.
Comité français de la danse
not French Committee of the Dance
9
 If a corporate body changes its name. Use the
earlier form with resources associated with it; and
the later form with resources associated with it.
 Loft, inc. => Pepsi-Cola Company =>
PepsiCo, inc.
10
7. Name change
8. Direct name and subordinate name
 Direct name: record the name directly unless its
name belongs to any type listed under RDA
11.2.2.14.
 American Society for Engineering Education
 Subordinate name: record the name subordinately
if the name meets the criteria listed under RDA
11.2.2.14.
 Florida International University. Libraries
11
Subordinate name
 Omit from the subdivision the name of the higher
body, unless …
Stanford University. Stanford University Archives
 the omission would result in a name that does not
make sense
American Library Association. Activities Committee on
New Directions for ALA
Subordinate name -- RDA 11.2.2.14.1
 Corporate name that implies it is part of another
(e.g., Department, Division, Section , Branch)
Name: Department of History
Florida International University. Department of
Education
Subordinate name – RDA 11.2.2.14.2
 Corporate name that implies administrative
subordination (e.g., Committee, Commission)
Canada. Royal Commission on Banking and Finance
Not: Royal Commission on Banking and Finance
[Apply only if the name of the higher body is required
for the identification of the subordinate body]
Honolulu Committee on Aging
Not: Honolulu (Hawaii). Committee on Aging
Subordinate name – RDA 11.2.2.14.3
 Corporate name that is general in nature (e.g.,
contains neither distinctive proper nouns or
adjectives, nor subject words) or that simply
indicates a geographic, chronological, or
numbered or lettered subdivision of a parent
body.
Name: Research Institute
American Dental Association. Research
Institute
Subordinate name – RDA 11.2.2.14.4
 Corporate name that does not convey the idea of a
corporate body and does not contain the name of the
higher body
Name: Science, Technology, and Business
British Library. Science, Technology, and Business
Subordinate name -- 11.2.2.14.5
 Corporate name of university faculty, school,
college, institute, laboratory, etc., that simply
indicates a particular field of study
Name: College of Medicine
Syracuse University. College of Medicine
Subordinate name -- 11.2.2.14.6
 Corporate name of non-governmental body that
includes the entire name of the higher or related body
Name: Annual Meeting of the International Whaling
Commission
International Whaling Commission. Annual Meeting
Direct name or subordinate name
 In case of doubt about whether the corporate body is
subordinate or whether it falls within the scope of a
specific instruction, record the name of the body
directly
Name: National Portrait Gallery
National Portrait Gallery (Australia)
not Australia. National Portrait Gallery
RDA 11.13.1.4 -- Associated Institution
Add the name of an associated institution
 if needed to distinguish one access point from
another
 if the institution's name is commonly associated
with the name of the corporate body.
 Optional: if the addition assists in the identification
of the body.
Global Water for Sustainability Program (Florida
International University)
9. Consistency in dPanther
We could search dPanther before inputting
names
If the name already existed in dPanther, it’s
better to use it unless:
It’s different from the authorized access point
It’s not recorded appropriately and you
prefer a different form of preferred name
In the above cases, the best practice is to notify
dPanther manager to update the name and
prevent duplicate names in dPanther
A case study in dPanther
 Global Water for Sustainability Program, Florida
International University 60
 Global Water for Sustainability Program 12
 Global Water for Sustainability Program, Florida
International University (FIU-GLOWS) 5
 Global Water for Sustainability Program, Florida
International University ( Producer ) 2
1. Preferred names and preferred
sources -- example
23
First Authority
Record for
dPanther Digital
Collections
born on July 29,
2015
Corporate names and NACO Authority File
 For important corporate bodies in your collection,
you have the option to create authority records for
them and add them to NACO Authority File
 For further information and help, contact Zhonghua
Du: zdu@fiu.edu
Questions? 

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Authority Control Part II

  • 1. Authority Control in dPanther - Part II: Preferred Names for Corporate Bodies Zhonghua Du Metadata and Cataloging Services Librarian Florida International University Libraries -- Metadata Authorities Workshop of the dPanther Users’ Group July 31, 2015
  • 2. Outlines 1. Corporate body and corporate name 2. Preferred name and preferred source 3. Capitalization and transcription 4. Initial articles 5. Different forms of the same name 6. Multiple languages 7. Name change 8. Direct name or subordinate name 9. Consistency in dPanther
  • 3. 1. Corporate body and corporate name  Corporate body refers to an organization or group of persons and/or organizations that is identified by a particular name and that acts, or may act as a unit. Examples include associations, institutions, non-profit enterprises, governments, etc.  Corporate names are the names for corporate bodies.
  • 4. 2. Preferred name and preferred source  The preferred name is the commonly known form of the name; The forms found in preferred sources are assumed to be the commonly known form  The RDA glossary defines the preferred name for the corporate body as: the name or form of name chosen as the basis for the authorized access point representing that body. National Gallery of Art (U.S.)
  • 5. 3. Capitalization and transcription - A  Refer to RDA Appendix A 2 Global Water for Sustainability Program  For names with unusual capitalization, follow the capitalization of the commonly known form eBay (Firm)
  • 6. 3. Capitalization and transcription - B  Diacritical marks: record them as they appear; add them if it is certain that they are integral to the name but were omitted in the source. E.g., Éliphas Lévi  Hyphens: Retain if used by the body  Space of initials: do not add space between initials B.B.C. Symphony Orchestra
  • 7. 4. Initial articles  Omit initial articles unless the name is to be accessed under the article 110 2_ the Library Association but 110 2_ Los Angeles String Orchestra
  • 8. 5. Different forms of the name  Choose the name on the preferred source if variant forms of the name are found in resources associated with the body  Choose the name that is presented formally as the preferred name if variant names appear in the preferred source of information  Giersch Engineering Company  Not: Giersch Engineering Co 8
  • 9. 6. Multiple languages  If the name appears in different languages, choose the form in the official language of the body as the preferred name. Comité français de la danse not French Committee of the Dance 9
  • 10.  If a corporate body changes its name. Use the earlier form with resources associated with it; and the later form with resources associated with it.  Loft, inc. => Pepsi-Cola Company => PepsiCo, inc. 10 7. Name change
  • 11. 8. Direct name and subordinate name  Direct name: record the name directly unless its name belongs to any type listed under RDA 11.2.2.14.  American Society for Engineering Education  Subordinate name: record the name subordinately if the name meets the criteria listed under RDA 11.2.2.14.  Florida International University. Libraries 11
  • 12. Subordinate name  Omit from the subdivision the name of the higher body, unless … Stanford University. Stanford University Archives  the omission would result in a name that does not make sense American Library Association. Activities Committee on New Directions for ALA
  • 13. Subordinate name -- RDA 11.2.2.14.1  Corporate name that implies it is part of another (e.g., Department, Division, Section , Branch) Name: Department of History Florida International University. Department of Education
  • 14. Subordinate name – RDA 11.2.2.14.2  Corporate name that implies administrative subordination (e.g., Committee, Commission) Canada. Royal Commission on Banking and Finance Not: Royal Commission on Banking and Finance [Apply only if the name of the higher body is required for the identification of the subordinate body] Honolulu Committee on Aging Not: Honolulu (Hawaii). Committee on Aging
  • 15. Subordinate name – RDA 11.2.2.14.3  Corporate name that is general in nature (e.g., contains neither distinctive proper nouns or adjectives, nor subject words) or that simply indicates a geographic, chronological, or numbered or lettered subdivision of a parent body. Name: Research Institute American Dental Association. Research Institute
  • 16. Subordinate name – RDA 11.2.2.14.4  Corporate name that does not convey the idea of a corporate body and does not contain the name of the higher body Name: Science, Technology, and Business British Library. Science, Technology, and Business
  • 17. Subordinate name -- 11.2.2.14.5  Corporate name of university faculty, school, college, institute, laboratory, etc., that simply indicates a particular field of study Name: College of Medicine Syracuse University. College of Medicine
  • 18. Subordinate name -- 11.2.2.14.6  Corporate name of non-governmental body that includes the entire name of the higher or related body Name: Annual Meeting of the International Whaling Commission International Whaling Commission. Annual Meeting
  • 19. Direct name or subordinate name  In case of doubt about whether the corporate body is subordinate or whether it falls within the scope of a specific instruction, record the name of the body directly Name: National Portrait Gallery National Portrait Gallery (Australia) not Australia. National Portrait Gallery
  • 20. RDA 11.13.1.4 -- Associated Institution Add the name of an associated institution  if needed to distinguish one access point from another  if the institution's name is commonly associated with the name of the corporate body.  Optional: if the addition assists in the identification of the body. Global Water for Sustainability Program (Florida International University)
  • 21. 9. Consistency in dPanther We could search dPanther before inputting names If the name already existed in dPanther, it’s better to use it unless: It’s different from the authorized access point It’s not recorded appropriately and you prefer a different form of preferred name In the above cases, the best practice is to notify dPanther manager to update the name and prevent duplicate names in dPanther
  • 22. A case study in dPanther  Global Water for Sustainability Program, Florida International University 60  Global Water for Sustainability Program 12  Global Water for Sustainability Program, Florida International University (FIU-GLOWS) 5  Global Water for Sustainability Program, Florida International University ( Producer ) 2
  • 23. 1. Preferred names and preferred sources -- example 23
  • 24. First Authority Record for dPanther Digital Collections born on July 29, 2015
  • 25. Corporate names and NACO Authority File  For important corporate bodies in your collection, you have the option to create authority records for them and add them to NACO Authority File  For further information and help, contact Zhonghua Du: zdu@fiu.edu