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Background/Overview
by Dr. Barbara B. TillettChief, Policy and Standards Division
Library of CongressFor AMIGOS
February 4, 2011
2
Overview Influences on RDA Changing environment Why not AACR3? RDA goals and structure Examples of changes US RDA Test Training materials available and
workshops being offered to help minimize costs
33
Influences Anglo-American cataloging tradition Paris Principles ISBD FRBR/FRAD Internet Toronto Conference 1997 IME ICC ICP Web environment collaborations
4
Influences Panizzi – 1841 (“91 rules”)
Not just finding list/inventory Full and complete data Collocation by authors References
5
Influences – Cutter (1876-1904 eds.)
Objects:Find
author, title, subjectShow
given author, given subject, kind of literature
Assist in choice edition, literary or
topical character
IFLA’s Influence onCataloguing Codes
1961
“Paris Principles”
(influenced by Lubetzky and Verona)
7
Anglo-American Tradition18
41
1876
1902
1904
1906
1908
1941
1949
1967
More of IFLA’s Influence
1969 – ISBDs• International Standard Bibliographic
Description
• 2007 Consolidated
edition
8
9
1988
1998
2002
AACR21978
10
FRBR IFLA’s Functional
Requirements for Bibliographic Records (FRBR)
User tasks Find Identify Select Obtain
Entities, Relationships, Attributes
Mandatory elements for a national level bibliographic record
June 2009 Extends the FRBR
model to authority data (Still to come is FRSAD
on subject authority data)
Functional Requirements for Authority Data (FRAD)
27
International Cataloguing Principles (ICP) - 2009
Principles & Glossary20 languageshttp://www.ifla.org/en/
publications/statement-of-international-cataloguing-principles
12
13
Internet Wide range of information carriers
• complexity of content
Catalogs are no longer end points in isolation• Global access to data
Integrate bibliographic data with wider Internet environment• Share data beyond institutions• Metadata (bibliographic information)
Created by a wider range of personnel Within and outside libraries Element-based metadata schemas
Dublin Core, ONIX, etc.
14
What’s wrong with AACR? Increasingly complex
Lack of logical structure
Mixing content and carrier data (GMDs)
Not enough support for collocation - inherent relationships missing
Anglo-American centric viewpoint
Written before FRBR
Before Internet and well-formed metadata Based on slide from Ann Chapman, UKOLN
1515
1997 International Conference on the Principles and Future Development
of AACRToronto, Canada JSC invited
worldwide experts Issues leading to
RDA
Principles Content vs. carrier Logical structure of
AACR Seriality Internationalization
16
JSC and Project Management Team
49
Marjorie Bloss, RDA project manager; Marg Stewart, CCC/ JSC chair; Alan Danskin, BL; John Attig, ALA; Barbara Tillett, LC; Deirdre Kiorgaard, ACOC; Hugh Taylor, CILIP; Nathalie Schulz, JSC secretary; Tom Delsey, editor
17
AACR3AACR3
18
IFLA - Principles, Conceptual models, ISBD/ISSN ONIX (Publishers) – types of content, media, carriers
Dublin Core, IEEE/LOM, Semantic Web, W3C“Data Modeling Meeting” - London 2007
RDA/MARC Working Group (MARBI)
JSC Collaborations with other Metadata Communities
19
Other Collaborations Law Library community
Treaties Hebraica and Religion Teams at LC
Bible proposals Mss/Archives experts at LC (Mss. Div., NUCMC,
American Folklife Center, Rare Books) DACS
Music Div and Motion Picture, Broadcasting and Recorded Sound Div., MLA AMIM2 and Ch.6 proposals for music
Prints & Photographs Division CCO
Geography and Maps Divisions at LC
20
2121
GOALS: RDA will be …
A new standard for resource description and access
Designed for the digital world• Optimized for use as an online product• Description and access of all resources
• All types of content and media
• Resulting records usable in the digital environment (Internet, Web OPACs, etc.)
22
RDA – The Goals Rules should be easy to use and interpret Be applicable to an online, networked
environment Provide effective bibliographic control for all types
of media Encourage use beyond the library community Be compatible with other similar standards Have a logical structure based on internationally
agreed principles Separate content and carrier data Examples – more of them, more appropriate
slide Ann Chapman, UKOLN
24
RDA Structure General introduction Identifying Elements (Entities and their
attributes) Relationships
Appendices Capitalization, Abbreviations, Initial articles, etc. Presentation (ISBD, MARC, etc.) Relationship designators Etc.
Glossary and Index
25
General Principles (ICP)• Convenience of user
• Representation
• Common usage
• Accuracy
• Sufficiency and necessity
• Significance
• Economy
• Consistency and Standardization
• Integration
• Defensible, not arbitrary
• If contradict, take a defensible, practical solution.
2626
Transcription – Principle of Representation in RDA
“Take what you see” as option in RDACorrection of inaccuracies elsewhereNo more abbreviating
Accept what you getFacilitating automated data capture
2727
Sample Changes from AACR2
Transcribed data (macros and templates)Option to keep rule of 3
e.g., “[and five others]” – no more “… et. al.”
First place of publication is “core”“Place of publication not identified” – not “s.l.”“Publisher not identified” – not “s.n.”“Date of publication not identified”
28
RDA Element Analysis RDA element (domain: manifestation)
Title Title proper Parallel title Other title information Variant title Earlier variant title Later variant title Key title Abbreviated title Devised title
element element sub-type element sub-type element sub-type element sub-type element sub-type element sub-type element sub-type element sub-type element sub-type
28
29
RDA elements “Core” Media, Carrier, and Content Types to replace
GMDs Other examples of new elements:
File characteristics for digital materialsVideo format characteristicsCustodial information for archival resourcesBraille characteristics
29
30
New Terminology from IFLA
AACR2 terms
Heading
Added Entry
Authorized heading
See references
Uniform title
RDA terms
Access point
Access point
Authorized access point
Variant access point
Preferred title
Name of the work (to include name of creator when applicable)
30
31
Database/format ScenariosBib record (flat-file)
Lee, T. B.
Cataloguing has a future
Spoken word.
1 sound disc
1. Metadata
Donated by the author.
Bas
ed o
n G
ord
on D
unsi
re’s
sl
ide
Z666.7.L552009
32
Database/format ScenariosBib record (flat-file)
100 01 $a Lee, T. B.
245 00 $a Cataloguing has a future
500 $a Spoken word.300 $a 1 sound disc
650 0 $a Metadata561 1 $a Donated by the author.
Bas
ed o
n G
ord
on D
unsi
re’s
sl
ide
33
Database/format ScenariosBib record (flat-file)
Author:
Title:
Content type:
Carrier type:
Provenance:
Subject:
Lee, T. B.
Cataloguing has a future
Spoken word
Audio disc
Metadata
Donated by the author
Name authority record
Name:
Subject authority record
Identifier: …
Label:
Identifier: …
Bib record (description)
Item information
Manifestation information
Expression information
Work informationFRBR record
RDA content type registry
Label:
Identifier: …
Spoken word
RDA element registry
RDA carrier type registry
Future record
ONIX
FRBR registry (IFLA)
Bas
ed o
n G
ord
on D
unsi
re’s
sl
ide
Work title: Cataloguing has a future
34
Author:
Title:
Content type:
Carrier type:
Provenance:
Subject:Lee, T. B.
Cataloguing has a future
Audio disc
Metadata
Donated by the author
Name authority record
Name:
Subject authority record
Identifier: …
Label:
Identifier: …
Item information
Manifestation information
Expression information
Work information
RDA content type registry
Label:
Identifier: …
Spoken wordRDA carrier type registry
Linked Data
Work Title: Cataloguing has a futureCataloguing has a future
35
Author:
Title:
Content type:
Carrier type:
Provenance:
Subject:Lee, T. B.
Cataloguing has a future
Audio disc
Metadata
Donated by the author
Name authority record
Name:
Subject authority record
Identifier: …
Label:
Identifier: …
Item information
Manifestation information
Expression information
Work information
RDA content type registry
Label:
Identifier: …
Spoken word
RDA carrier type registry
Package for Data Sharing
Lee, T. B.
Metadata
Spoken word
Audio disc
Work Title: Cataloguing has a futureCataloguing has a future
Communication format record
3636
Author:
Title:
Content type:
Carrier type:Cataloguing has a future
Package for displaysFuture display
Lee, T. B.
Spoken word
(Audio disc)
( )
Internet “Cloud”
Web frontend
ServicesVIAF
Databases, Repositories
LCSH
37
38
http://www.rda-jsc.org/
39
U.S. RDA Test Timeline
June 2010 ALA released RDA Toolkit June-Aug.31 ALA allowed free
access to RDA Toolkit to everyone who registered
June-Sept. 30 U.S. testers were training and had time to practice
Oct. 1-Dec. 31 U.S. test of RDA Jan.-Mar. 2011 analysis of test
results and decisions by U.S. national libraries (expected by June 2011)
39
40
Preparing to use RDA MARC 21 format adjustments in local ILS Local decisions on RDA alternatives/ options Local decision on which elements to include
beyond the RDA Core elements Templates and macros set up for standard
data Practice time and discussions after basic
training
40
41
Results of the Test Surveys for cataloger’s experience and
costs Feedback on user reaction to records built
on RDA instructionsTo help inform future adjustments to RDATo help improve the IFLA models and principles
Test recordshttp://www.loc.gov/catdir/cpso/RDAtest/rdatestrecords.html
41
4242
Summary User-oriented models (FRBR/FRAD)
Collocate works/expressions Identify resources through specific
elements (attributes) and relationships Internationalization
Cost reduction through increased sharing of data
Across information communities
4343
Summary Principle-based rules (ICP)
Cataloger’s judgment (User-focused)Take what you see for transcribed data
(Representation) Add controlled vocabularies for
precision of searching Facilitate harvesting and sharing of
descriptive metadataLess rigid, more flexible
4444
Thank you!
Acronyms and Links DC – Dublin Core
• DCMI – Dublin Core Metadata Initiativehttp://dublincore.org/
• DCAM – Dublin Core Abstract Modelhttp://dublincore.org/documents/2007/04/02/abstract-model/
FRAD – Functional Requirements for Authority Datahttp://www.ifla.org/VII/d4/wg-franar.htm
FRBR – Functional Requirements for Bibliographic Records (this site includes a Webliography)
http://www.ifla.org/VII/s13/frbr/frbr.htm
IFLA – International Federation of Library Associations and Institutions
http://www.infla.org JSC – Joint Steering Committee for Development of RDA
http://www.rda-jsc.org/ RDA – Resource Description and Access
http://www.rda-jsc.org/rda.html 45
Other Help
ALA Publishing URL for RDA Toolkit: http://www.rdatoolkit.org/
RDA Toolkit demo: http://www.rdatoolkit.org/training/guidedtour
US RDA Test, General information: http://www.loc.gov/bibliographic-future/rda/
Library of Congress Documentation for the RDA Test (training materials and decisions for test on RDA options): http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html
46