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1




Introducing RDA
January 9th, 2013

Chris Oliver
McGill University
chris.oliver@mcgill.ca
2




What is RDA?
RDA = Resource Description and Access
• new metadata standard replaces AACR2

• set of practical instructions

• built on the foundation of a theoretical framework/data model


objectives:
• to record better metadata to support better resource
  discovery
• to record data that can be used in the web and linked data
  environment
3




Plan
not a training session
aim: overview of RDA
      understand some of the background and the key
      concepts --- to make training sessions easier
1. moving towards RDA implementation
2. key concepts and their visible impact on RDA
       a) theoretical framework
       b) objectives and principles
       c) focus on the user
       d) content standard
       e) bibliographic information as data
4




1. Moving towards RDA
5




AACR2
    successful standard
    adopted by many countries
    in use for many years

but
problems with AACR2
   for example:
     • written for card catalogues
     • inadequate rules to describe new types of resources
      • inconsistencies
      • library specific
6




Roots of RDA
1997        problems identified:
            International Conference on the Principles &
            Future Development of AACR, Toronto, Ontario
1998-2004   revisions to AACR2; revise within the existing
            structure
2004        AACR3
2005        decision to develop a new standard: Resource
            Description and Access
2005-2009   development of content for the new standard
2009        text of RDA completed
7




Moving towards RDA
2010        first release of the RDA Toolkit (RDA plus)
2010        US testing      (US RDA Test Coordinating Committee)

2011        some of the libraries who tested RDA decide to
            continue producing RDA records

2011-2012   preparations for implementation
                   - work on recommendations arising from US Test
                    - community involvement
2012        announcement from the Library of Congress --
            target date for implementation: March 31, 2013
8




Moving towards RDA
2012 other national libraries are also planning to
       target the 1st quarter of 2013 as their RDA
       implementation date:
                       National Agricultural Library
                       National Library of Medicine
                       British Library
                       Library and Archives Canada
                       National Library of Australia
                       Deutsche Nationalbibliothek (mid 2013)
2011- translation projects: German, French, Spanish, Chinese
       interest in RDA from non-AACR2 countries
9




Is there a day 1?
                       Yes and No
1)   day 1 is important for a sharing data environment:
        PCC: declares day 1 for contributing to NACO authorities
        LC: declares day 1 for its own cataloguing operations

2)   some institutions never switched back after the test

3)   each institution decides on day 1 for bibliographic data
10




March 31, 2013
• all new authority records contributed to LC/NACO authority file
 = RDA

• all records coded pcc = all RDA access points
 all records coded pcc whether:
     • RDA description
       or
     • AACR2 description

 • LC will have completed training all its cataloging staff
  and all LC records will be RDA records
11




by March 31, 2013
• rapid rise in number of RDA bibliographic records


• changes in LC/NACO authority file




                 implications for authority work
                 implications for copy cataloging
12




          implementation --
          not a single
instant   instant
13




Transition
Different institutions will make the transition at different speeds

OK to be in a hybrid environment:
  1)   hybrid database or catalogue     √
       AACR and RDA records in one catalogue or database


  2)   hybrid record    √
        AACR2 description and RDA access points
14




Phase 1 of implementation
 emphasis on continuity
                RDA data in MARC 21
                in current catalogues
                 creating bibliographic and authority records

                some new fields
                some changed instructions
                some new instructions
BUT
>>> thinking about bibliographic information differently
15




Phase 1 = starting down new track
                  RDA
                  • continuity and change

                  • moves us to a new track

                  • starts us on a promising
                   track for the future use of
                   our metadata

                  • useful to understand some
                   of the key RDA concepts and
                   see the long view
16




2. Key concepts in RDA
17




AACR2                   RDA
• continue to record the title

• continue to record the statement of responsibility

• continue to record the date of publication


But …
• new vocabulary

• new way of thinking about how we do these steps
18




Similar, but ...
AACR2
1.2B1. Transcribe the edition statement as found on the item.
Use abbreviations as instructed in appendix B and numerals as
instructed in appendix C.


RDA
2.5.1.4. Transcribe an edition statement as it appears on the
source of information.
      No instruction to abbreviate or to convert to arabic
      numerals.
19




Similar, but ...
  • serious adherence to the principle of representation
     “take what you see”



     t.p.                                 data recorded

     3rd ed.                              3rd ed.

Second edition                            Second edition
20




On the surface …
similar instructions
   but different framework


new vocabulary
but also
       new concepts
21




2. Key concepts in RDA
    Theoretical framework
22




 RDA’s theoretical framework
• explicit conceptual framework

• aligned with the FRBR and FRAD conceptual models
   FRBR       Functional Requirements for Bibliographic Records
              1998
   FRAD       Functional Requirements for Authority Data
              2009
              FRAD is an extension of the FRBR model

• both models developed under the auspices of IFLA
• broad base of international consensus and support
23




The two models
• widely used data modeling technique:
     entity relationship model
      • entities
      • attributes
      • relationships

• analyze bibliographic and authority data from the point of view
 of how that data is used
24




RDA vocabulary from FRBR + FRAD
• user tasks


• meaning and scope of the 11 bibliographic entities


 work                  person               concept
 expression            family               object
 manifestation         corporate body       event
 item                                       place

• entities – attributes – relationships
25




Organization and Structure of RDA
RDA table of contents reflects alignment with FRBR

Section 1-4 = Recording attributes

Section 1.   Recording attributes of manifestation and item
Section 2.   Recording attributes of work and expression
Section 3.   Recording attributes of person, family, and corporate
               body
Section 4.   Recording attributes of concept, object, event, and
               place                                  [placeholder]
26




Organization and Structure of RDA
Sections 5-10 = Recording Relationships
Section 5.      Recording primary relationships between work,
                expression, manifestation, and item
Section 6.      Recording relationships to persons, families, and
                corporate bodies associated with a resource
Section 7.      Recording subject relationships          [placeholder]
Section 8.      Recording relationships between works, expressions,
                manifestations, and items
Section 9.      Recording relationships between persons, families,
                and corporate bodies
Section 10.     Recording relationships between concepts, objects,
                events, and places                     [placeholder]
27




User tasks from FRBR + FRAD
Bibliographic data   Authority data
• find               • find
• identify           • identify
• select             • clarify (contextualize)
• obtain             • understand (justify)
28




Attributes
• how to record the attributes of entities (characteristics)

 for example, entity = a manifestation
 attributes we record:         title proper
                               statement of responsibility
                               edition statement
                               place of publication
                               etc.
29




Relationships: links between entities

work              created by           person
item              owned by             family
manifestation     produced by          corporate body

work               based on             work
manifestation   electronic reproduction manifestation

person            member of            family
family            founded              corporate body
30




Relationships in RDA
1.   record relationship
2.   specify exact nature of the relationship
for example
AACR2          name of a person ------- title of book
• type of relationship may be embedded in text of description
• bibliographic record contains name of person and title


RDA      name of a person --- type of relationship --- work
• make the relationship explicit and clear
• relationship designators = controlled vocabulary
31




Relationship designators
• specify roles
       for example     cartographer
                       performer
                       broadcaster
                       former owner
                       issuing body

• specify the nature of the relationship
       for example     adaptation of
                       paraphrased as
                       electronic reproduction of
32




Relationships in RDA
examples with MARC 21 coding:
245 10 $a British Atlantic, American frontier : $b spaces of power in
 early modern British America / $c Stephen J. Hornsby ; with
 cartography by Michael J. Hermann.
700 1# $a Herman, Michael J., $e cartographer

245 00 $a Alice in Wonderland, or, What's a nice kid like you doing in a
 place like this? /$c Hanna-Barbera Productions.
700 1# $i parody of (work) $a Carroll, Lewis, $d 1832-1898. $t Alice's
 adventures in Wonderland.

authority record
500 3# $w r $i Descendant family: $a Adams (Family)
33




Theoretical framework
• alignment with the FRBR and FRAD conceptual models

• bibliographic and authority data
       >>> in terms of entities, attributes + relationships

• identify what is important --- how is data used

• systematic and coherent framework
        >>> conceptual clarity
        >>> logical consistency
        >>> reference point for further development
34




Underlying data model
>>> practical set of cataloguing instructions
                      ● built on a theoretical framework
                      ● built on a robust data model

• widely used data modeling technique

• understood by other metadata and data modeling communities
                     e.g. software engineers, information systems
                     and database designers
35




2. Key concepts in RDA
    Objectives and principles
36




RDA Objectives & Principles
• important part of RDA

• shaped many of the instructions that are different from AACR2

• concur with the International Cataloguing Principles (ICP)
37




RDA Objectives & Principles
  Objectives        RDA 0.4.2    Principles         RDA 0.4.3

• responsiveness to user        • differentiation
  needs
                                • sufficiency
• cost efficiency
                                • relationships
• flexibility
                                • representation
• continuity
                                • accuracy

                                • attribution

                                • common usage or practice

                                • uniformity
38




Principle of representation
for example RDA 0.4.3.4
     principle = representation

        The data describing a resource should reflect
           the resource’s representation of itself.

     result = simplify transcription
     “Take what you see”
39




RDA = Take what you see
source =    Kemptville, Ontario
AACR2 =     Kemptville, Ont.
RDA =       Kemptville, Ontario
                  264 1 $a Kemptville, Ontario
_____________________________________________________
source =    Band LXXXVIII          (series numbering)
AACR2 =     Bd. 88
RDA =       Band LXXXVIII
                   490 $a ... ; $v Band LXXXVIII
40




RDA = Take what you see
source =    Third revised edition
AACR2 =     3rd rev. ed.
RDA =       Third revised edition
_____________________________________________
source =    2nd enlarged ed., revised
AACR2 =     2nd enl. ed., rev.
RDA =       2nd enlarged ed., revised
41




Different instructions
AACR2           1.0F. Inaccuracies
 In an area where transcription from the item is required,
 transcribe an inaccuracy or a misspelled word as it appears in
 the item. Follow such an inaccuracy either by [sic] or by i.e. and
 the correction within square brackets. Supply a missing letter
 or letters in square brackets.

RDA            1.7.9 Inaccuracies
 When instructed to transcribe an element as it appears on the
 source of information, transcribe an inaccuracy or a misspelled
 word as it appears on the source, except where instructed
 otherwise.
42




Inaccuracy in RDA
1.7.9 continued
Make a note correcting the inaccuracy if it is considered to be
important for identification or access (see 2.20 ).
If the inaccuracy appears in a title, record a corrected form of the
title as a variant title (see 2.3.6 ) if it is considered to be important
for identification or access.

Exception:
2.3.1.4 Inaccuracies. When transcribing the title proper of a serial
or integrating resource, correct obvious typographic errors, and
make a note giving the title as it appears on the source of
information (see 2.20.2.4 ) ...
43




RDA = Take what you see
title page   = Melallization of polymers

AACR2        = Melallization [sic] of polymers
             or Melallization [i.e. Metallization] of
             polymers

RDA          = Melallization of polymers

             245 14 $a Melallization of polymers
             246 1 $i Corrected title: $a Metallization
                    of polymers
44




2. Key concepts in RDA
    Focus on the user
45




RDA Objectives & Principles
  Objectives        RDA 0.4.2    Principles         RDA 0.4.3

• responsiveness to user        • differentiation
  needs
                                • sufficiency
• cost efficiency
                                • relationships
• flexibility
                                • representation
• continuity
                                • accuracy

                                • attribution

                                • common usage or practice

                                • uniformity
46




Focus on the user
• record data that is important to the user

               why is it important?

               helps the user to      find
                                      identify
                                      select
                                      obtain
47




Resource discovery = user tasks
Bibliographic data     Authority data

• find                 • find
• identify             • identify
• select               • clarify
• obtain               • understand




Why record the data?   To help user achieve these
                        tasks.
48




Consistent focus on the user
• RDA divided into 10 sections
• each section begins with general guidelines
• functional objectives and principles specific to the section


 Functional objectives = relationship between data and user
                              tasks
       the data         (recorded or formulated according
                        to the instructions in that section)


       the user tasks
49




 Example from Section 1
Section 1= Recording attributes of manifestations & items
1.2    Functional Objectives and Principles

The data describing a manifestation or item should enable the user to:
a) find manifestations and items that correspond to the user’s stated
search criteria
b) identify the resource described …
c) select a resource that is appropriate to the user’s requirements with
    respect to the physical characteristics of the carrier and the
    formatting and encoding of information stored on the carrier
d) obtain a resource …
50




Basis for Cataloguer Judgment
• instructions encourage cataloguer judgment
                                         --- based on user tasks

for example, from 3.7 Applied material
 Record the applied material used in the resource if it is
 considered important for identification or selection …
51




Easier for user to identify
• avoid abbreviations
        300 $a 398 pages :$b illustrations ; $c 25 cm
                        AACR2: 300 $a 398 p. :$b ill. ; $c 25 cm.
• avoid square brackets
         300 $a 48 unnumbered pages, 256 pages
                        AACR2: 300 $a [48], 256 p.
• replace Latin abbreviations
         300 $a 48, that is, 96 pages
                        AACR2: 300 $a 48 [i.e. 96] p.
• avoid cryptic information
         300 $a xiv, 179 pages (incomplete)
                        AACR2: 300 $a xiv, 179 + p.
52




Easier for user to find, identify
RDA:    no more: rule of three
        no more … [et al.] in description
        if statement of responsibility names more
        than one person >>> record all        RDA 2.4.1.5
        optional omission:       record first named and
                                 summarize the omission
                                 [and six others]
        access points for first named or principal        core
                       or all
                       or cataloger judgment
                       or institutional policy
53




Easier for user to find, identify
RDA: record all authors; access points for all authors;
       define relationships with designators
100 1 $a Berry, John W., $e author.
245 10 $a Cross-cultural psychology : $b research and applications /
       $c John W. Berry, Ype H. Poortinga, Seger M. Breugelmans,
       Athanasios Chasiotis, David L. Sam.
250    $a Third edition.
264 1 $a Cambridge : $b Cambridge University Press, $c 2011.
300    $a xxii, 626 pages ; $c 25 cm
700 1 $a Poortinga, Ype H., $d 1939- $e author.
700 1 $a Breugelmans, Seger M., $e author.
700 1 $a Chasiotis, Athanasios, $e author.
700 1 $a Sam, David L., $e author.
54




Easier for user to understand
RDA
 optional omission (2.4.1.5):
       more than three, omit and summarize
       core relationship = access point for first-named
       omit relationship designator
100 1 $a Berry, John W.
245 10 $a Cross-cultural psychology : $b research and
       applications / $c John W. Berry [and four others].
250 $a Third edition.
264 1 $a Cambridge : $b Cambridge University Press, $c 2011.
300 $a xxii, 626 pages ; $c 25 cm
55




Easier for user to find
AACR2   Aesop’s fables. Polyglot.

RDA     Aesop’s fables. Greek
        Aesop’s fables. Latin
        Aesop’s fables. English
        Aesop’s fables. German


AACR2   Aesop’s fables. English & German

RDA     Aesop’s fables. English
        Aesop’s fables. German
56




2. Key concepts in RDA
    Content standard
57




RDA as a content standard
AACR2: MARC encoding + ISBD display

RDA = what data should the cataloguer record?

• possible to encode using many encoding systems
  • can be encoded using MARC
  • does not have to be encoded using MARC encoding
  • can be used with web friendly XML based encoding schema,
   such as Dublin Core, MODS

• possible to display the data in many ways
58




RDA as a content standard
for example, encode the data as required in your data-sharing
              environment
RDA says:     record person’s date of birth = 1982

Encode?
      $d 1982-                               MARC 21
      <subfield code="d">1982- </subfield>   MARCXML
      <mods:namePart type="date">1982- </mods:namePart>
      <dob>1982</dob>
      <xs:element name="rdaDateOfBirth“>1982</xs:element>
59




RDA as a content standard
for example, create displays that suit your user group:

RDA says:      record person’s date of death = 2003

Display?       died 2003
               d. 2003
               - 2003
               date of death: 2003
60




Identifying the entity
either
         eye-readable data:   name
                              date of birth and death
                              Shields, Carol, 1953-2003
and/or
         machine actionable data: identifier
               0101A6635
               http://viaf.org/viaf/4944537/#Shields,_Carol
61




RDA as a content standard
• not locked into library encoding practices

• not locked into library display practices

• get out of the library silo
        >>> data visible on the web
        >>> data interacting with the
        data of other metadata
        communities
62




2. Key concepts in RDA
    Bibliographic information
    as data
63




Data Elements
element = A word, character, or group of words and/or
              characters representing a distinct unit of
              bibliographic information.

appears similar to AACR2 definition
      minus “forming part of an area”
                      effect is quite different from AACR2

each element is       ≈ discrete
                      ≈ precisely defined
                      ≈ single attribute / single relationship
64




AACR2
for example
AACR2: information embedded in non-specific places

      notes                      digital file characteristics
      physical description         file type
      MARC 538                     encoding format
             516                   file size
             500                   resolution
             300                   regional encoding
                                   transmission speed
65




RDA
RDA: precise elements and element sub-types
            digital file characteristics      RDA 3.19
                    file type
                    encoding format
                    file size
                    resolution
                    regional encoding
                    transmission speed
66




347 Digital File Characteristics
new MARC field 347
     subfield codes
             $a - File type (R)
             $b - Encoding format (R)
             $c - File size (R)
             $d - Resolution (R)
             $e - Regional encoding (R)
             $f - Transmission speed (R)
67




AACR2 Information
AACR2:    assume human will decipher
          ok to be ambiguous


AACR2:    date of publication, distribution, etc.
          date of copyright
          date of manufacture

MARC 21: 260 $c
          260 $g
68




 RDA Data Elements
RDA: precise elements – only one kind of data in an element
       RDA:          5 different elements:        RDA 2.7-2.11
                             date of production
                             date of publication
                             date of distribution
                             date of manufacture
                             date of copyright

       MARC 21:      264 $c 5 different indicators
69




Controlled vocabulary
• controlled vocabulary recommended for many elements

 encoding format           DAISY, MP3, Access, XML,
                           JPEG, TIFF, CAD, PDF,
                           Blu-ray, VCD

 production method         blueline, blueprint, engraving,
                           etching, lithograph, photocopy,
                           photoengraving, woodcut
 base material             Bristol board, canvas, cardboard,
                           ceramic, glass, leather, paper,
                           parchment, vellum
70




RDA data = precise + usable data
RDA
• each element is distinct and precisely defined
• each element contains only one kind of data
• controlled vocabulary in many elements

 each element has the potential to be usable:
       to index
       to search
       to build meaningful displays of data

 data in any element can be used: by humans
                                     by computers
71




Many new elements
    many new elements but do not have to use them all

      core elements


• not a level of description

• core elements are a minimum    “a floor, not a ceiling”
• must include any additional elements required to differentiate
 the resource or entity from a similar one
• inclusion of other elements --- cataloguer judgment
72




Phase 1: RDA using MARC
Bibliographic description:
  • core elements (RDA core, LC/PCC core)
  • new MARC fields
  • simplified instructions for transcription
  • some new instructions when recording data

Authorized access points in bibliographic records:
  • LC/NACO authority file
  • some new instructions when identifying persons, families,
    corporate bodies, works and expressions
Authority records:
  • NACO guidelines
73




AACR2: simple book                          (abbreviated)
020 $a 9780230242685 (hardback)
100 1 $a Stanfield, James Ronald, $d 1945-
245 10 $a John Kenneth Galbraith / $c by James Ronald Stanfield
       and Jacqueline Bloom Stanfield.
260 $a Houndmills, Basingstoke, Hampshire : $b Palgrave
       Macmillan, $c 2011.
300 $a xi, 251 p. ; $c 23 cm.
490 1 $a Great Thinkers in Economics Series
700 1 $a Stanfield, Jacqueline Bloom, $d 1947-
74




RDA: simple book                       (abbreviated)
020 $a 9780230242685 (hardback)
100 1 $a Stanfield, James Ronald, $d 1945- $e author.
245 10 $a John Kenneth Galbraith / $c by James Ronald Stanfield
       and Jacqueline Bloom Stanfield.
264 1 $a Houndmills, Basingstoke, Hampshire : $b Palgrave
       Macmillan, $c 2011.
300 $a xi, 251 pages ; $c 23 cm.
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a volume $2 rdacarrier
490 1 $a Great Thinkers in Economics Series
700 1 $a Stanfield, Jacqueline Bloom, $d 1947- $e author.
75




RDA: simple book                       (abbreviated)
020 $a 9780230242685 (hardback)
100 1 $a Stanfield, James Ronald, $d 1945- $e author.
245 10 $a John Kenneth Galbraith / $c by James Ronald Stanfield
       and Jacqueline Bloom Stanfield.
264 1 $a Houndmills, Basingstoke, Hampshire : $b Palgrave
       Macmillan, $c 2011.
300 $a xi, 251 pages ; $c 23 cm.
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a volume $2 rdacarrier
490 1 $a Great Thinkers in Economics Series
700 1 $a Stanfield, Jacqueline Bloom, $d 1947- $e author.
76




AACR2: audiocassette
100 1 $a Card, Orson Scott, $d 1951-
245 14 $a The ships of Earth $h[sound recording] / ǂc Orson Scott
       Card.
260 $a [Ashland, Oregon] : ǂb Blackstone Audiobooks, ǂc p2008.
300 $a 9 sound cassettes (ca. 13 hr.) : $b analog, Dolby
       processed.
511 0 $a Read by Stefan Rudnicki. Directed by Emily Janice Card.
700 1 $a Rudnicki, Stefan, $d 1945-
700 1 $a Card, Emily Janice
77




RDA: audiocassette                    (from PCC examples)
100 1 $a Card, Orson Scott, $d 1951- $e author.
240 10 $a Ships of Earth. $s Spoken word
245 14 $a The ships of Earth / ǂc Orson Scott Card.
264 1 $a [Ashland, Oregon] : ǂb Blackstone Audiobooks, ǂc [2008]
264 4 $c ℗2008
300 $a 9 audiocassettes (approximately 13 hr.) : $b analog, Dolby
       processed ; $c 10 x 7 cm, 4 mm tape.
336 $a spoken word $2 rdacontent
337 $a audio $2 rdamedia
338 $a audiocassette $2 rdacarrier
511 0 $a Read by Stefan Rudnicki. Directed by Emily Janice Card.
700 1 $a Rudnicki, Stefan, $d 1945- $e narrator.
700 1 $a Card, Emily Janice, $e director.
78




RDA: audiocassette                      (from PCC examples)
100 1 $a Card, Orson Scott, $d 1951- $e author.
240 10 $a Ships of Earth. $s Spoken word
245 14 $a The ships of Earth / ǂc Orson Scott Card.
264 1 $a [Ashland, Oregon] : ǂb Blackstone Audiobooks, ǂc [2008]
264 4 $c ℗2008
300 $a 9 audiocassettes (approximately 13 hr.) : $b analog, Dolby
       processed ; $c 10 x 7 cm, 4 mm tape.
336 $a spoken word $2 rdacontent
337 $a audio $2 rdamedia
338 $a audiocassette $2 rdacarrier
511 0 $a Read by Stefan Rudnicki. Directed by Emily Janice Card.
700 1 $a Rudnicki, Stefan, $d 1945- $e narrator.
700 1 $a Card, Emily Janice, $e director.
79




AACR2: compilation (abbreviated+made-up)
100 1 $a Williams, Tennessee.
240 10 $a Selections. $f 2009
245 10 $a Favorite plays and a short story / $c Tennessee
       Williams.
260 0 $a Boston : $b University Press, $c 2009.
300    $a 325 p. : $b ill. ; $c 28 cm
505 0 $a The Glass Menagerie -- A Streetcar Named Desire --
       Cat on a Hot Tin Roof -- The Night of the Iguana.
80




RDA: compilation                   (abbreviated+made-up)
100 1 $a Williams, Tennessee.
240 10 $a Works. $k Selections. $f 2009
245 10 $a Favorite plays and a short story / $c Tennessee
       Williams.
264 1 $a Boston : $b University Press, $c 2009.
300    $a 325 pages : $b illustrations ; $c 28 cm
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a volume $2 rdacarrier
505 0 $a The Glass Menagerie -- A Streetcar Named Desire --
       Cat on a Hot Tin Roof -- The Night of the Iguana.
700 12 $a Williams, Tennessee. $t Glass menagerie.
81




RDA: compilation                    (abbreviated+made-up)

100 1 $a Williams, Tennessee.
240 10 $a Works. $k Selections. $f 2009
245 10 $a Favorite plays and a short story / $c Tennessee
       Williams.
264 1 $a Boston : $b University Press, $c 2009.
300    $a 325 pages : $b illustrations ; $c 28 cm
336 $a text $2 rdacontent
337 $a unmediated $2 rdamedia
338 $a volume $2 rdacarrier
700 12 $a Williams, Tennessee. $t Glass menagerie.
700 12 $a Williams, Tennessee. $t Streetcar named Desire.
700 12 $a Williams, Tennessee. $t Cat on a hot tin roof.
700 12 $a Williams, Tennessee. $t Night of the Iguana.
82




Key concepts
Key concepts shape RDA:
    • theoretical framework
    • objectives and principles
    • focus on the user
    • content standard
    • bibliographic information as data

>>> visible impact on RDA and the content of instructions
>>> many changes in RDA trace back to concepts
83




Familiarity with key RDA concepts
• a useful way to grab hold of RDA

• a useful way to approach RDA implementation
84




Flickr credits: creative commons attribution
Monarch life cycle – 14 of 20 by SidPix (Sid Mosdell)
http://www.flickr.com/photos/sidm/4813665260/

Monarch life cycle – 20 of 20 by SidPix (Sid Mosdell)
http://www.flickr.com/photos/sidm/4813666686/
Cross track – iPhone wall paper by CJ Schmit
http://www.flickr.com/photos/cjschmit/4623783487/
The roof continues by Martin Pettitt
http://www.flickr.com/photos/mdpettitt/2521374167/

Oregon silo by TooFarNorth
http://www.flickr.com/photos/toofarnorth/4597980984/

Rock climbing is fun by mariachily
http://www.flickr.com/photos/mariachily/3382799213/
85




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Introducing RDA

  • 1. 1 Introducing RDA January 9th, 2013 Chris Oliver McGill University chris.oliver@mcgill.ca
  • 2. 2 What is RDA? RDA = Resource Description and Access • new metadata standard replaces AACR2 • set of practical instructions • built on the foundation of a theoretical framework/data model objectives: • to record better metadata to support better resource discovery • to record data that can be used in the web and linked data environment
  • 3. 3 Plan not a training session aim: overview of RDA understand some of the background and the key concepts --- to make training sessions easier 1. moving towards RDA implementation 2. key concepts and their visible impact on RDA a) theoretical framework b) objectives and principles c) focus on the user d) content standard e) bibliographic information as data
  • 5. 5 AACR2  successful standard  adopted by many countries  in use for many years but problems with AACR2 for example: • written for card catalogues • inadequate rules to describe new types of resources • inconsistencies • library specific
  • 6. 6 Roots of RDA 1997 problems identified: International Conference on the Principles & Future Development of AACR, Toronto, Ontario 1998-2004 revisions to AACR2; revise within the existing structure 2004 AACR3 2005 decision to develop a new standard: Resource Description and Access 2005-2009 development of content for the new standard 2009 text of RDA completed
  • 7. 7 Moving towards RDA 2010 first release of the RDA Toolkit (RDA plus) 2010 US testing (US RDA Test Coordinating Committee) 2011 some of the libraries who tested RDA decide to continue producing RDA records 2011-2012 preparations for implementation - work on recommendations arising from US Test - community involvement 2012 announcement from the Library of Congress -- target date for implementation: March 31, 2013
  • 8. 8 Moving towards RDA 2012 other national libraries are also planning to target the 1st quarter of 2013 as their RDA implementation date: National Agricultural Library National Library of Medicine British Library Library and Archives Canada National Library of Australia Deutsche Nationalbibliothek (mid 2013) 2011- translation projects: German, French, Spanish, Chinese interest in RDA from non-AACR2 countries
  • 9. 9 Is there a day 1? Yes and No 1) day 1 is important for a sharing data environment: PCC: declares day 1 for contributing to NACO authorities LC: declares day 1 for its own cataloguing operations 2) some institutions never switched back after the test 3) each institution decides on day 1 for bibliographic data
  • 10. 10 March 31, 2013 • all new authority records contributed to LC/NACO authority file = RDA • all records coded pcc = all RDA access points all records coded pcc whether: • RDA description or • AACR2 description • LC will have completed training all its cataloging staff and all LC records will be RDA records
  • 11. 11 by March 31, 2013 • rapid rise in number of RDA bibliographic records • changes in LC/NACO authority file implications for authority work implications for copy cataloging
  • 12. 12 implementation -- not a single instant instant
  • 13. 13 Transition Different institutions will make the transition at different speeds OK to be in a hybrid environment: 1) hybrid database or catalogue √ AACR and RDA records in one catalogue or database 2) hybrid record √ AACR2 description and RDA access points
  • 14. 14 Phase 1 of implementation emphasis on continuity RDA data in MARC 21 in current catalogues creating bibliographic and authority records some new fields some changed instructions some new instructions BUT >>> thinking about bibliographic information differently
  • 15. 15 Phase 1 = starting down new track RDA • continuity and change • moves us to a new track • starts us on a promising track for the future use of our metadata • useful to understand some of the key RDA concepts and see the long view
  • 17. 17 AACR2 RDA • continue to record the title • continue to record the statement of responsibility • continue to record the date of publication But … • new vocabulary • new way of thinking about how we do these steps
  • 18. 18 Similar, but ... AACR2 1.2B1. Transcribe the edition statement as found on the item. Use abbreviations as instructed in appendix B and numerals as instructed in appendix C. RDA 2.5.1.4. Transcribe an edition statement as it appears on the source of information. No instruction to abbreviate or to convert to arabic numerals.
  • 19. 19 Similar, but ... • serious adherence to the principle of representation “take what you see” t.p. data recorded 3rd ed. 3rd ed. Second edition Second edition
  • 20. 20 On the surface … similar instructions but different framework new vocabulary but also new concepts
  • 21. 21 2. Key concepts in RDA Theoretical framework
  • 22. 22 RDA’s theoretical framework • explicit conceptual framework • aligned with the FRBR and FRAD conceptual models FRBR Functional Requirements for Bibliographic Records 1998 FRAD Functional Requirements for Authority Data 2009 FRAD is an extension of the FRBR model • both models developed under the auspices of IFLA • broad base of international consensus and support
  • 23. 23 The two models • widely used data modeling technique: entity relationship model • entities • attributes • relationships • analyze bibliographic and authority data from the point of view of how that data is used
  • 24. 24 RDA vocabulary from FRBR + FRAD • user tasks • meaning and scope of the 11 bibliographic entities work person concept expression family object manifestation corporate body event item place • entities – attributes – relationships
  • 25. 25 Organization and Structure of RDA RDA table of contents reflects alignment with FRBR Section 1-4 = Recording attributes Section 1. Recording attributes of manifestation and item Section 2. Recording attributes of work and expression Section 3. Recording attributes of person, family, and corporate body Section 4. Recording attributes of concept, object, event, and place [placeholder]
  • 26. 26 Organization and Structure of RDA Sections 5-10 = Recording Relationships Section 5. Recording primary relationships between work, expression, manifestation, and item Section 6. Recording relationships to persons, families, and corporate bodies associated with a resource Section 7. Recording subject relationships [placeholder] Section 8. Recording relationships between works, expressions, manifestations, and items Section 9. Recording relationships between persons, families, and corporate bodies Section 10. Recording relationships between concepts, objects, events, and places [placeholder]
  • 27. 27 User tasks from FRBR + FRAD Bibliographic data Authority data • find • find • identify • identify • select • clarify (contextualize) • obtain • understand (justify)
  • 28. 28 Attributes • how to record the attributes of entities (characteristics) for example, entity = a manifestation attributes we record: title proper statement of responsibility edition statement place of publication etc.
  • 29. 29 Relationships: links between entities work created by person item owned by family manifestation produced by corporate body work based on work manifestation electronic reproduction manifestation person member of family family founded corporate body
  • 30. 30 Relationships in RDA 1. record relationship 2. specify exact nature of the relationship for example AACR2 name of a person ------- title of book • type of relationship may be embedded in text of description • bibliographic record contains name of person and title RDA name of a person --- type of relationship --- work • make the relationship explicit and clear • relationship designators = controlled vocabulary
  • 31. 31 Relationship designators • specify roles for example cartographer performer broadcaster former owner issuing body • specify the nature of the relationship for example adaptation of paraphrased as electronic reproduction of
  • 32. 32 Relationships in RDA examples with MARC 21 coding: 245 10 $a British Atlantic, American frontier : $b spaces of power in early modern British America / $c Stephen J. Hornsby ; with cartography by Michael J. Hermann. 700 1# $a Herman, Michael J., $e cartographer 245 00 $a Alice in Wonderland, or, What's a nice kid like you doing in a place like this? /$c Hanna-Barbera Productions. 700 1# $i parody of (work) $a Carroll, Lewis, $d 1832-1898. $t Alice's adventures in Wonderland. authority record 500 3# $w r $i Descendant family: $a Adams (Family)
  • 33. 33 Theoretical framework • alignment with the FRBR and FRAD conceptual models • bibliographic and authority data >>> in terms of entities, attributes + relationships • identify what is important --- how is data used • systematic and coherent framework >>> conceptual clarity >>> logical consistency >>> reference point for further development
  • 34. 34 Underlying data model >>> practical set of cataloguing instructions ● built on a theoretical framework ● built on a robust data model • widely used data modeling technique • understood by other metadata and data modeling communities e.g. software engineers, information systems and database designers
  • 35. 35 2. Key concepts in RDA Objectives and principles
  • 36. 36 RDA Objectives & Principles • important part of RDA • shaped many of the instructions that are different from AACR2 • concur with the International Cataloguing Principles (ICP)
  • 37. 37 RDA Objectives & Principles Objectives RDA 0.4.2 Principles RDA 0.4.3 • responsiveness to user • differentiation needs • sufficiency • cost efficiency • relationships • flexibility • representation • continuity • accuracy • attribution • common usage or practice • uniformity
  • 38. 38 Principle of representation for example RDA 0.4.3.4 principle = representation The data describing a resource should reflect the resource’s representation of itself. result = simplify transcription “Take what you see”
  • 39. 39 RDA = Take what you see source = Kemptville, Ontario AACR2 = Kemptville, Ont. RDA = Kemptville, Ontario 264 1 $a Kemptville, Ontario _____________________________________________________ source = Band LXXXVIII (series numbering) AACR2 = Bd. 88 RDA = Band LXXXVIII 490 $a ... ; $v Band LXXXVIII
  • 40. 40 RDA = Take what you see source = Third revised edition AACR2 = 3rd rev. ed. RDA = Third revised edition _____________________________________________ source = 2nd enlarged ed., revised AACR2 = 2nd enl. ed., rev. RDA = 2nd enlarged ed., revised
  • 41. 41 Different instructions AACR2 1.0F. Inaccuracies In an area where transcription from the item is required, transcribe an inaccuracy or a misspelled word as it appears in the item. Follow such an inaccuracy either by [sic] or by i.e. and the correction within square brackets. Supply a missing letter or letters in square brackets. RDA 1.7.9 Inaccuracies When instructed to transcribe an element as it appears on the source of information, transcribe an inaccuracy or a misspelled word as it appears on the source, except where instructed otherwise.
  • 42. 42 Inaccuracy in RDA 1.7.9 continued Make a note correcting the inaccuracy if it is considered to be important for identification or access (see 2.20 ). If the inaccuracy appears in a title, record a corrected form of the title as a variant title (see 2.3.6 ) if it is considered to be important for identification or access. Exception: 2.3.1.4 Inaccuracies. When transcribing the title proper of a serial or integrating resource, correct obvious typographic errors, and make a note giving the title as it appears on the source of information (see 2.20.2.4 ) ...
  • 43. 43 RDA = Take what you see title page = Melallization of polymers AACR2 = Melallization [sic] of polymers or Melallization [i.e. Metallization] of polymers RDA = Melallization of polymers 245 14 $a Melallization of polymers 246 1 $i Corrected title: $a Metallization of polymers
  • 44. 44 2. Key concepts in RDA Focus on the user
  • 45. 45 RDA Objectives & Principles Objectives RDA 0.4.2 Principles RDA 0.4.3 • responsiveness to user • differentiation needs • sufficiency • cost efficiency • relationships • flexibility • representation • continuity • accuracy • attribution • common usage or practice • uniformity
  • 46. 46 Focus on the user • record data that is important to the user why is it important? helps the user to find identify select obtain
  • 47. 47 Resource discovery = user tasks Bibliographic data Authority data • find • find • identify • identify • select • clarify • obtain • understand Why record the data? To help user achieve these tasks.
  • 48. 48 Consistent focus on the user • RDA divided into 10 sections • each section begins with general guidelines • functional objectives and principles specific to the section Functional objectives = relationship between data and user tasks the data (recorded or formulated according to the instructions in that section) the user tasks
  • 49. 49 Example from Section 1 Section 1= Recording attributes of manifestations & items 1.2 Functional Objectives and Principles The data describing a manifestation or item should enable the user to: a) find manifestations and items that correspond to the user’s stated search criteria b) identify the resource described … c) select a resource that is appropriate to the user’s requirements with respect to the physical characteristics of the carrier and the formatting and encoding of information stored on the carrier d) obtain a resource …
  • 50. 50 Basis for Cataloguer Judgment • instructions encourage cataloguer judgment --- based on user tasks for example, from 3.7 Applied material Record the applied material used in the resource if it is considered important for identification or selection …
  • 51. 51 Easier for user to identify • avoid abbreviations 300 $a 398 pages :$b illustrations ; $c 25 cm AACR2: 300 $a 398 p. :$b ill. ; $c 25 cm. • avoid square brackets 300 $a 48 unnumbered pages, 256 pages AACR2: 300 $a [48], 256 p. • replace Latin abbreviations 300 $a 48, that is, 96 pages AACR2: 300 $a 48 [i.e. 96] p. • avoid cryptic information 300 $a xiv, 179 pages (incomplete) AACR2: 300 $a xiv, 179 + p.
  • 52. 52 Easier for user to find, identify RDA: no more: rule of three no more … [et al.] in description if statement of responsibility names more than one person >>> record all RDA 2.4.1.5 optional omission: record first named and summarize the omission [and six others] access points for first named or principal core or all or cataloger judgment or institutional policy
  • 53. 53 Easier for user to find, identify RDA: record all authors; access points for all authors; define relationships with designators 100 1 $a Berry, John W., $e author. 245 10 $a Cross-cultural psychology : $b research and applications / $c John W. Berry, Ype H. Poortinga, Seger M. Breugelmans, Athanasios Chasiotis, David L. Sam. 250 $a Third edition. 264 1 $a Cambridge : $b Cambridge University Press, $c 2011. 300 $a xxii, 626 pages ; $c 25 cm 700 1 $a Poortinga, Ype H., $d 1939- $e author. 700 1 $a Breugelmans, Seger M., $e author. 700 1 $a Chasiotis, Athanasios, $e author. 700 1 $a Sam, David L., $e author.
  • 54. 54 Easier for user to understand RDA optional omission (2.4.1.5): more than three, omit and summarize core relationship = access point for first-named omit relationship designator 100 1 $a Berry, John W. 245 10 $a Cross-cultural psychology : $b research and applications / $c John W. Berry [and four others]. 250 $a Third edition. 264 1 $a Cambridge : $b Cambridge University Press, $c 2011. 300 $a xxii, 626 pages ; $c 25 cm
  • 55. 55 Easier for user to find AACR2 Aesop’s fables. Polyglot. RDA Aesop’s fables. Greek Aesop’s fables. Latin Aesop’s fables. English Aesop’s fables. German AACR2 Aesop’s fables. English & German RDA Aesop’s fables. English Aesop’s fables. German
  • 56. 56 2. Key concepts in RDA Content standard
  • 57. 57 RDA as a content standard AACR2: MARC encoding + ISBD display RDA = what data should the cataloguer record? • possible to encode using many encoding systems • can be encoded using MARC • does not have to be encoded using MARC encoding • can be used with web friendly XML based encoding schema, such as Dublin Core, MODS • possible to display the data in many ways
  • 58. 58 RDA as a content standard for example, encode the data as required in your data-sharing environment RDA says: record person’s date of birth = 1982 Encode? $d 1982- MARC 21 <subfield code="d">1982- </subfield> MARCXML <mods:namePart type="date">1982- </mods:namePart> <dob>1982</dob> <xs:element name="rdaDateOfBirth“>1982</xs:element>
  • 59. 59 RDA as a content standard for example, create displays that suit your user group: RDA says: record person’s date of death = 2003 Display? died 2003 d. 2003 - 2003 date of death: 2003
  • 60. 60 Identifying the entity either eye-readable data: name date of birth and death Shields, Carol, 1953-2003 and/or machine actionable data: identifier 0101A6635 http://viaf.org/viaf/4944537/#Shields,_Carol
  • 61. 61 RDA as a content standard • not locked into library encoding practices • not locked into library display practices • get out of the library silo >>> data visible on the web >>> data interacting with the data of other metadata communities
  • 62. 62 2. Key concepts in RDA Bibliographic information as data
  • 63. 63 Data Elements element = A word, character, or group of words and/or characters representing a distinct unit of bibliographic information. appears similar to AACR2 definition minus “forming part of an area” effect is quite different from AACR2 each element is ≈ discrete ≈ precisely defined ≈ single attribute / single relationship
  • 64. 64 AACR2 for example AACR2: information embedded in non-specific places notes digital file characteristics physical description file type MARC 538 encoding format 516 file size 500 resolution 300 regional encoding transmission speed
  • 65. 65 RDA RDA: precise elements and element sub-types digital file characteristics RDA 3.19 file type encoding format file size resolution regional encoding transmission speed
  • 66. 66 347 Digital File Characteristics new MARC field 347 subfield codes $a - File type (R) $b - Encoding format (R) $c - File size (R) $d - Resolution (R) $e - Regional encoding (R) $f - Transmission speed (R)
  • 67. 67 AACR2 Information AACR2: assume human will decipher ok to be ambiguous AACR2: date of publication, distribution, etc. date of copyright date of manufacture MARC 21: 260 $c 260 $g
  • 68. 68 RDA Data Elements RDA: precise elements – only one kind of data in an element RDA: 5 different elements: RDA 2.7-2.11 date of production date of publication date of distribution date of manufacture date of copyright MARC 21: 264 $c 5 different indicators
  • 69. 69 Controlled vocabulary • controlled vocabulary recommended for many elements encoding format DAISY, MP3, Access, XML, JPEG, TIFF, CAD, PDF, Blu-ray, VCD production method blueline, blueprint, engraving, etching, lithograph, photocopy, photoengraving, woodcut base material Bristol board, canvas, cardboard, ceramic, glass, leather, paper, parchment, vellum
  • 70. 70 RDA data = precise + usable data RDA • each element is distinct and precisely defined • each element contains only one kind of data • controlled vocabulary in many elements  each element has the potential to be usable: to index to search to build meaningful displays of data  data in any element can be used: by humans by computers
  • 71. 71 Many new elements many new elements but do not have to use them all core elements • not a level of description • core elements are a minimum “a floor, not a ceiling” • must include any additional elements required to differentiate the resource or entity from a similar one • inclusion of other elements --- cataloguer judgment
  • 72. 72 Phase 1: RDA using MARC Bibliographic description: • core elements (RDA core, LC/PCC core) • new MARC fields • simplified instructions for transcription • some new instructions when recording data Authorized access points in bibliographic records: • LC/NACO authority file • some new instructions when identifying persons, families, corporate bodies, works and expressions Authority records: • NACO guidelines
  • 73. 73 AACR2: simple book (abbreviated) 020 $a 9780230242685 (hardback) 100 1 $a Stanfield, James Ronald, $d 1945- 245 10 $a John Kenneth Galbraith / $c by James Ronald Stanfield and Jacqueline Bloom Stanfield. 260 $a Houndmills, Basingstoke, Hampshire : $b Palgrave Macmillan, $c 2011. 300 $a xi, 251 p. ; $c 23 cm. 490 1 $a Great Thinkers in Economics Series 700 1 $a Stanfield, Jacqueline Bloom, $d 1947-
  • 74. 74 RDA: simple book (abbreviated) 020 $a 9780230242685 (hardback) 100 1 $a Stanfield, James Ronald, $d 1945- $e author. 245 10 $a John Kenneth Galbraith / $c by James Ronald Stanfield and Jacqueline Bloom Stanfield. 264 1 $a Houndmills, Basingstoke, Hampshire : $b Palgrave Macmillan, $c 2011. 300 $a xi, 251 pages ; $c 23 cm. 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier 490 1 $a Great Thinkers in Economics Series 700 1 $a Stanfield, Jacqueline Bloom, $d 1947- $e author.
  • 75. 75 RDA: simple book (abbreviated) 020 $a 9780230242685 (hardback) 100 1 $a Stanfield, James Ronald, $d 1945- $e author. 245 10 $a John Kenneth Galbraith / $c by James Ronald Stanfield and Jacqueline Bloom Stanfield. 264 1 $a Houndmills, Basingstoke, Hampshire : $b Palgrave Macmillan, $c 2011. 300 $a xi, 251 pages ; $c 23 cm. 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier 490 1 $a Great Thinkers in Economics Series 700 1 $a Stanfield, Jacqueline Bloom, $d 1947- $e author.
  • 76. 76 AACR2: audiocassette 100 1 $a Card, Orson Scott, $d 1951- 245 14 $a The ships of Earth $h[sound recording] / ǂc Orson Scott Card. 260 $a [Ashland, Oregon] : ǂb Blackstone Audiobooks, ǂc p2008. 300 $a 9 sound cassettes (ca. 13 hr.) : $b analog, Dolby processed. 511 0 $a Read by Stefan Rudnicki. Directed by Emily Janice Card. 700 1 $a Rudnicki, Stefan, $d 1945- 700 1 $a Card, Emily Janice
  • 77. 77 RDA: audiocassette (from PCC examples) 100 1 $a Card, Orson Scott, $d 1951- $e author. 240 10 $a Ships of Earth. $s Spoken word 245 14 $a The ships of Earth / ǂc Orson Scott Card. 264 1 $a [Ashland, Oregon] : ǂb Blackstone Audiobooks, ǂc [2008] 264 4 $c ℗2008 300 $a 9 audiocassettes (approximately 13 hr.) : $b analog, Dolby processed ; $c 10 x 7 cm, 4 mm tape. 336 $a spoken word $2 rdacontent 337 $a audio $2 rdamedia 338 $a audiocassette $2 rdacarrier 511 0 $a Read by Stefan Rudnicki. Directed by Emily Janice Card. 700 1 $a Rudnicki, Stefan, $d 1945- $e narrator. 700 1 $a Card, Emily Janice, $e director.
  • 78. 78 RDA: audiocassette (from PCC examples) 100 1 $a Card, Orson Scott, $d 1951- $e author. 240 10 $a Ships of Earth. $s Spoken word 245 14 $a The ships of Earth / ǂc Orson Scott Card. 264 1 $a [Ashland, Oregon] : ǂb Blackstone Audiobooks, ǂc [2008] 264 4 $c ℗2008 300 $a 9 audiocassettes (approximately 13 hr.) : $b analog, Dolby processed ; $c 10 x 7 cm, 4 mm tape. 336 $a spoken word $2 rdacontent 337 $a audio $2 rdamedia 338 $a audiocassette $2 rdacarrier 511 0 $a Read by Stefan Rudnicki. Directed by Emily Janice Card. 700 1 $a Rudnicki, Stefan, $d 1945- $e narrator. 700 1 $a Card, Emily Janice, $e director.
  • 79. 79 AACR2: compilation (abbreviated+made-up) 100 1 $a Williams, Tennessee. 240 10 $a Selections. $f 2009 245 10 $a Favorite plays and a short story / $c Tennessee Williams. 260 0 $a Boston : $b University Press, $c 2009. 300 $a 325 p. : $b ill. ; $c 28 cm 505 0 $a The Glass Menagerie -- A Streetcar Named Desire -- Cat on a Hot Tin Roof -- The Night of the Iguana.
  • 80. 80 RDA: compilation (abbreviated+made-up) 100 1 $a Williams, Tennessee. 240 10 $a Works. $k Selections. $f 2009 245 10 $a Favorite plays and a short story / $c Tennessee Williams. 264 1 $a Boston : $b University Press, $c 2009. 300 $a 325 pages : $b illustrations ; $c 28 cm 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier 505 0 $a The Glass Menagerie -- A Streetcar Named Desire -- Cat on a Hot Tin Roof -- The Night of the Iguana. 700 12 $a Williams, Tennessee. $t Glass menagerie.
  • 81. 81 RDA: compilation (abbreviated+made-up) 100 1 $a Williams, Tennessee. 240 10 $a Works. $k Selections. $f 2009 245 10 $a Favorite plays and a short story / $c Tennessee Williams. 264 1 $a Boston : $b University Press, $c 2009. 300 $a 325 pages : $b illustrations ; $c 28 cm 336 $a text $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier 700 12 $a Williams, Tennessee. $t Glass menagerie. 700 12 $a Williams, Tennessee. $t Streetcar named Desire. 700 12 $a Williams, Tennessee. $t Cat on a hot tin roof. 700 12 $a Williams, Tennessee. $t Night of the Iguana.
  • 82. 82 Key concepts Key concepts shape RDA: • theoretical framework • objectives and principles • focus on the user • content standard • bibliographic information as data >>> visible impact on RDA and the content of instructions >>> many changes in RDA trace back to concepts
  • 83. 83 Familiarity with key RDA concepts • a useful way to grab hold of RDA • a useful way to approach RDA implementation
  • 84. 84 Flickr credits: creative commons attribution Monarch life cycle – 14 of 20 by SidPix (Sid Mosdell) http://www.flickr.com/photos/sidm/4813665260/ Monarch life cycle – 20 of 20 by SidPix (Sid Mosdell) http://www.flickr.com/photos/sidm/4813666686/ Cross track – iPhone wall paper by CJ Schmit http://www.flickr.com/photos/cjschmit/4623783487/ The roof continues by Martin Pettitt http://www.flickr.com/photos/mdpettitt/2521374167/ Oregon silo by TooFarNorth http://www.flickr.com/photos/toofarnorth/4597980984/ Rock climbing is fun by mariachily http://www.flickr.com/photos/mariachily/3382799213/
  • 85. 85 Questions … ? chris.oliver@mcgill.ca

Editor's Notes

  1. Objectives 0.4.2.1Responsiveness to User NeedsThe data should enable the user to:find resources that correspond to the user&apos;s stated search criteriafind all resources that embody a particular work or a particular expression of that workfind all resources associated with a particular person, family, or corporate bodyfind all resources on a given subjectfind works, expressions, manifestations, and items that are related to those retrieved in response to the user&apos;s searchfind persons, families, and corporate bodies that correspond to the user&apos;s stated search criteriafind persons, families, or corporate bodies that are related to the person, family, or corporate body represented by the data retrieved in response to the user’s searchidentify the resource described (i.e., confirm that the resource described corresponds to the resource sought, or distinguish between two or more resources with the same or similar characteristics)identify the person, family, or corporate body represented by the data (i.e., confirm that the entity described corresponds to the entity sought, or distinguish between two or more entities with the same or similar names, etc.)select a resource that is appropriate to the user’s requirements with respect to the physical characteristics of the carrier and the formatting and encoding of information stored on the carrierselect a resource appropriate to the user&apos;s requirements with respect to form, intended audience, language, etc. obtain a resource (i.e., acquire a resource through purchase, loan, etc., or access a resource electronically through an online connection to a remote computer)understand  the relationship between two or more entitiesunderstand  the relationship between the entity described and a name by which that entity is known (e.g., a different language form of the name)understand why a particular name or title has been chosen as the preferred name or title for the entity.0.4.2.2Cost EfficiencyThe data should meet functional requirements for the support of user tasks in a cost-efficient manner.0.4.2.3Flexibility The data should function independently of the format, medium, or system used to store or communicate the data. They should be amenable to use in a variety of environments.0.4.2.4Continuity The data should be amenable to integration into existing databases (particularly those developed using AACR and related standards).Differentiation The data describing a resource should differentiate that resource from other resources.The data describing an entity associated with a resource should differentiate that entity from other entities, and from other identities used by the same entity.0.4.3.2Sufficiency The data describing a resource should be sufficient to meet the needs of the user with respect to selection of an appropriate resource.0.4.3.3Relationships The data describing a resource should indicate significant relationships between the resource described and other resources.The data describing an entity associated with a resource should reflect all significant bibliographic relationships between that entity and other such entities.0.4.3.4Representation The data describing a resource should reflect the resource’s representation of itself.The name or form of name designated as the preferred name for a person, family, or corporate body should be the name or form of name most commonly found in resources associated with that person, family, or corporate body, or a well-accepted name or form of name in the language and script preferred by the agency creating the data. Other names and other forms of the name that are found in resources associated with the person, family, or corporate body or in reference sources, or that the user might be expected to use when conducting a search, should be recorded as variant names.The title designated as the preferred title for a work should be the title most frequently found in resources embodying the work in its original language, the title as found in reference sources, or the title most frequently found in resources embodying the work. Other titles found in resources embodying the work or in reference sources, or that the user might be expected to use when conducting a search, should be recorded as variant titles.0.4.3.5Accuracy The data describing a resource should provide supplementary information to correct or clarify ambiguous, unintelligible, or misleading representations made on sources of information forming part of the resource itself.0.4.3.6Attribution The data recording relationships between a resource and a person, family, or corporate body associated with that resource should reflect attributions of responsibility made either in the resource itself or in reference sources, irrespective of whether the attribution of responsibility is accurate.0.4.3.7Common Usage or PracticeData that is not transcribed from the resource itself should reflect common usage in the language and script preferred by the agency creating the data.The part of the name of a person or family used as the first element in recording the preferred name for that person or family should reflect conventions used in the country and language most closely associated with that person or family.0.4.3.8Uniformity The appendices on capitalization, abbreviations, order of elements, punctuation, etc., should serve to promote uniformity in the presentation of data describing a resource or an entity associated with a resource.
  2. Objectives 0.4.2.1Responsiveness to User NeedsThe data should enable the user to:find resources that correspond to the user&apos;s stated search criteriafind all resources that embody a particular work or a particular expression of that workfind all resources associated with a particular person, family, or corporate bodyfind all resources on a given subjectfind works, expressions, manifestations, and items that are related to those retrieved in response to the user&apos;s searchfind persons, families, and corporate bodies that correspond to the user&apos;s stated search criteriafind persons, families, or corporate bodies that are related to the person, family, or corporate body represented by the data retrieved in response to the user’s searchidentify the resource described (i.e., confirm that the resource described corresponds to the resource sought, or distinguish between two or more resources with the same or similar characteristics)identify the person, family, or corporate body represented by the data (i.e., confirm that the entity described corresponds to the entity sought, or distinguish between two or more entities with the same or similar names, etc.)select a resource that is appropriate to the user’s requirements with respect to the physical characteristics of the carrier and the formatting and encoding of information stored on the carrierselect a resource appropriate to the user&apos;s requirements with respect to form, intended audience, language, etc. obtain a resource (i.e., acquire a resource through purchase, loan, etc., or access a resource electronically through an online connection to a remote computer)understand  the relationship between two or more entitiesunderstand  the relationship between the entity described and a name by which that entity is known (e.g., a different language form of the name)understand why a particular name or title has been chosen as the preferred name or title for the entity.0.4.2.2Cost EfficiencyThe data should meet functional requirements for the support of user tasks in a cost-efficient manner.0.4.2.3Flexibility The data should function independently of the format, medium, or system used to store or communicate the data. They should be amenable to use in a variety of environments.0.4.2.4Continuity The data should be amenable to integration into existing databases (particularly those developed using AACR and related standards).Differentiation The data describing a resource should differentiate that resource from other resources.The data describing an entity associated with a resource should differentiate that entity from other entities, and from other identities used by the same entity.0.4.3.2Sufficiency The data describing a resource should be sufficient to meet the needs of the user with respect to selection of an appropriate resource.0.4.3.3Relationships The data describing a resource should indicate significant relationships between the resource described and other resources.The data describing an entity associated with a resource should reflect all significant bibliographic relationships between that entity and other such entities.0.4.3.4Representation The data describing a resource should reflect the resource’s representation of itself.The name or form of name designated as the preferred name for a person, family, or corporate body should be the name or form of name most commonly found in resources associated with that person, family, or corporate body, or a well-accepted name or form of name in the language and script preferred by the agency creating the data. Other names and other forms of the name that are found in resources associated with the person, family, or corporate body or in reference sources, or that the user might be expected to use when conducting a search, should be recorded as variant names.The title designated as the preferred title for a work should be the title most frequently found in resources embodying the work in its original language, the title as found in reference sources, or the title most frequently found in resources embodying the work. Other titles found in resources embodying the work or in reference sources, or that the user might be expected to use when conducting a search, should be recorded as variant titles.0.4.3.5Accuracy The data describing a resource should provide supplementary information to correct or clarify ambiguous, unintelligible, or misleading representations made on sources of information forming part of the resource itself.0.4.3.6Attribution The data recording relationships between a resource and a person, family, or corporate body associated with that resource should reflect attributions of responsibility made either in the resource itself or in reference sources, irrespective of whether the attribution of responsibility is accurate.0.4.3.7Common Usage or PracticeData that is not transcribed from the resource itself should reflect common usage in the language and script preferred by the agency creating the data.The part of the name of a person or family used as the first element in recording the preferred name for that person or family should reflect conventions used in the country and language most closely associated with that person or family.0.4.3.8Uniformity The appendices on capitalization, abbreviations, order of elements, punctuation, etc., should serve to promote uniformity in the presentation of data describing a resource or an entity associated with a resource.