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Catalog Enrichment for RDA
adding relationship designators (in Koha)
Stefano Bargioni
Pontificia Università della
Santa Cr...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)"
35th ADLUG Meeting - Sep. 21-23...
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Catalog Enrichment for RDA - Adding relationship designators (in Koha)

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Relationship designators are used to specify the relationship between a resource and a person, family, or corporate body associated with that resource. This presentation shows how they were added to the catalog of the library of the Pontificia Università della Santa Croce, in new and -mostly automatic- in legacy records. The Name Cloud, a way to navigate the catalog through related authors, is also shown.

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Catalog Enrichment for RDA - Adding relationship designators (in Koha)

  1. 1. Catalog Enrichment for RDA adding relationship designators (in Koha) Stefano Bargioni Pontificia Università della Santa Croce - Rome 35th ADLUG Meeting Sep. 21-23, 2016 Portugalete (Spain)
  2. 2. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Relator Terms in RDA Basic ideas (1) Relationship designators, aka relator terms, explain the role(s) of an author in a work (manifestation) Apply to personal, corporate or meeting names, in main entry and added entries as well MARC21: 100, 110, 111; 700, 710, 711; 720 Unimarc: 700, 701, 702; 710, 711, 712; 720, 721, 722 Repeatable both for main and added entries Not including name-titles 2
  3. 3. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Relator Terms in RDA Basic ideas (2) In MARC21 they are expressed as text strings (subfield e), and/or a 3 characters code (subfield 4); see https://www.loc.gov/marc/relators/relacode.html In Unimarc they are expressed as numeric codes, and shown as text strings by the software; see http://archive.ifla.org/VI/3/p1996-1/appx-c.htm A very useful tool, for both MARC flavors (in Italian): http://www.urfm.braidense.it/risorse/searchrelator.php 3
  4. 4. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Cataloging using relator terms and codes The complete list is very large - www.loc.gov/marc/relators/relacode.html - we selected only the terms we will apply The text of the terms can be difficult to remember, and error prone while typing - we chose to use a popup menu for $e The value chosen for $e corresponds to a unique $4 code - we chose to generate $4 automatically from the $e 4
  5. 5. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Cataloging using relator terms and codes 5 popup menu
  6. 6. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Cataloging using relator terms and codes $e is filled in using the language of the cataloging agency (Italian) $4 is a language independent code, useful for - translation in the OPAC - copy cataloging from foreign libraries - linked data environments $4 is filled in on record save - JavaScript code added to Koha Suggestion: use both relator term and code. 6
  7. 7. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Adding relationships to old records 158930 bibliographic records at Pontificia Università della Santa Croce 7 1xx 132969 83.6% 7xx 56757 35.7% 33848 21.3%
  8. 8. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Adding relationships to old records automatically The most used value for 1xx is $e author $4 aut; exceptions: - Film director (fmd) - Composer [musical work] (cmp) - … A batch change to records where 1xx is present, without any 7xx, can be applied to add $e(j) and $4: ~ 99000 records updated No partially updated records (lame) - for users - for catalogers 8
  9. 9. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Adding relationships to old records automatically When 7xx occurs only once, information from other tags of the bibliographic record can be used to assign the relator term and code: - 245$c Statement of responsibility - 505$a Formatted contents note - 250$b Remainder of edition statement - 008:30 1 = festschrift - ... 9
  10. 10. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) The 7xx is an editor (edt) if the statement of responsibility or the contents note contain: 14,545 records updated Adding relationships to old records 245$c or 505$a 10 a cura d curatore edizione corretta edizione riveduta edizione rifatta testo stabilito curante edidit curavit cura et studio studio et cura editum editad edited by revised editor hrsg herausgegeben texte établi edité édité udgivne ...
  11. 11. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) testo critico texte critique edición crítica critical edition kritische Ausgabe 182 records updated The 7xx is an editor (edt) if the statement of responsibility contains: Adding relationships to old records 245$c 11
  12. 12. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) The 7xx is an editor (edt) if the remainder of edition statement exists. 464 records updated Adding relationships to old records 250$b 12
  13. 13. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) The 7xx is an honored (hnr) if the festschrift flag is set in 008:30. 73 records updated Adding relationships to old records 008:30 13
  14. 14. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) The 7xx is a joint author (aut) if the statement of responsibility resembles the text contained in 1xx$a and 7xx$a. 2,206 records updated Examples: Adding relationships to old records 245$c, 1xx$a and 7xx$a 14 Statement of respo. (245$c) Name main entry (1xx$a) Name added entry (7xx$a) First name1 Last name1, First name2 Last name2 Last name1, First name1 Last name2, First name2 [by] First name1 Last name1 and First name2 Last name2 Last name1, First name1 Last name2, First name2 George A. Kelly, John Flynn Kelly, George Anthony Flynn, John
  15. 15. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Adding relationships to old records 245$c, with two or three 7xx$a When the statement of responsibility is -let's say- relatively simple, no 1xx exist, and more than one name added entries exist, we can assign relator terms and codes to 7xx. 2,725 records updated. Examples: 15 Statement of respo. (245$c) Name added entries (7xx$a) Relator Term (Code) for each 7xx a cura di Manlio Sodi, Giacomo Baroffio, Alessandro Toniolo. Baroffio, Giacomo Sodi, Manlio Toniolo, Alessandro editor (edt) H. Tristram Engelhardt, and Mark J. Cherry, editors. Engelhardt, Hugh Tristram Cherry, Mark J. editor (edt) [hrsg. von Ernst Bornemann und Gustav von Mann- Tiechler]. Bornemann, Ernst Mann-Tiechler, Gustav von editor (edt)
  16. 16. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Adding relationships to old records 245$c, with many 7xx$a$t About records where 1xx is present, and 7xx are only name-titles (7xx$a$t), in our library it arose a discussion about the meanings of 7xx$e: is the $e the role in the manifestation described in the bib record? or does the $e refers to the role of the secondary author in the work or expression described in the 7xx? We know from Casalini that in this case the LoC doesn't use the 7xx$e subfield. We decided to leave the record unchanged, and wait for more information about this kind of records. 712 records are involved. 16
  17. 17. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Algorithms seem not available when a complex 245$c and more than one added entry are present in the bibliographic record. Examples: Other cases 17 Statement of responsibility (245$c) 7xx$a Emil Schürer ; edizione diretta e riveduta da Geza Vermes, Fergus Millar, Matthew Black, Martin Goodman ; con la collaborazione di Pamela Vermes. Black, Matthew. Chiesa, Bruno. Firpo, Giulio. Goodman, Martin. Soffritti, Omero. Vermes, Pamela. Gianotto, Claudio. Millar, Fergus. Vermès, Géza. Apollinare ... [et al.] ; testi originali, introduzione, note e traduzione a cura di Enzo Bellini. Apollinaris Laodicensis. Bellini, Enzo. cinquantennaire de la Faculté de droit canonique, Paris, 22-26 avril 1947. Université catholique de Paris. $b Faculté de droit canonique.
  18. 18. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Other cases 18 In these cases, and for original cataloging of course, applying relator terms and codes is not a trivial task -- a professional cataloging experience is required, including some specific skills. Thus, to complete the process of updating old records, a manual action is required. It is a repetitive task. A tool with specific functionalities was prepared, thanks to Koha APIs.
  19. 19. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) RP7 - a tool for cataloguers 19
  20. 20. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Statistics 20 Batch updates % - 1xx without 7xx 99121 62.3 - others 19838 12.5 Manual updates 39971 25.2 TOTAL 158930 100.0
  21. 21. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Adding relator terms and codes to new records Can be facilitated modifying the cataloguing interface: - a popup menu for 7xx$e/j -- a closed list of values (a reduced set of all terms) - a popup menu with a default value for 1xx$e/j -- author - $4 filled up automatically on saving -- relator codes are difficult to remember 21
  22. 22. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Applications in the OPAC 22 new info (in Italian)
  23. 23. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Applications in the OPAC Words author, editor, translator… are added to the author index. Users can perform narrower searches, like au:Ratzinger and au:author au:Fabro not au:translator 23
  24. 24. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Applications in the OPAC Authors are related each other in the catalog, and their relationships -thanks to relator terms- are qualified: Ferrari, Silvio is author of "Derecho y religión..." where Ibán, Iván is joint author Ferrari, Silvio is editor of "La tutela…" where Scovazzi, Tullio is editor as well … A group of names form a "cloud" around a name, with valuable information: - who studied his/her works - who was studied by him/her - who worked with him/her - … 24
  25. 25. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) The Name Cloud, part 1 25
  26. 26. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) The Name Cloud, part 2 26
  27. 27. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) Conclusions Adding relationship designators to old bibliographic records is possible for a large part of a library catalog. A good analysis of data is required, as well as good software tools and skills to perform batch updates. Adding relationship designators to new bibliographic records requires to help the staff adding some functionalities to the cataloging module. Their introduction leverages new services in the OPAC, enriches information about authors and adds properties to the relationships among them. 27
  28. 28. Stefano Bargioni, "Catalog Enrichment for RDA : adding relationship designators (in Koha)" 35th ADLUG Meeting - Sep. 21-23, 2016 - Portugalete (Spain) The end... Thank you Gracias Grazie Eskerrik asko 28

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