Cataloguing with RDA: Recording Relationships Based on the LC RDA Training Module F : Relationships in Bibliographic and Authority Records Modified by:

Cataloguing with RDA: Recording Relationships

Based on the LC RDA Training Module F : Relationships in Bibliographic and Authority Records

Modified by: Chris OliverMcGill University LibrariesCanadian Committee on [email protected] MoorUniversity of Manitoba [email protected]

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mailto:[email protected]

mailto:[email protected]

Re-Use of Materials

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Acknowledgements

• with many thanks to the Library of Congress for allowing the use and modification of their training modules

http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html

• with many thanks to the copyright holders of RDA Toolkit for permission to copy screens and the RDA logo for educational purposes. All screens copied are identified with: "Screen image from the RDA Toolkit (www.rdatoolkit.org) used by permission of the Co-Publishers for RDA (American Library Association, Canadian Library Association, and CILIP: Chartered Institute of Library and Information Professionals”.

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Outline

• Terminology• Types of relationships• Core relationships• Relationships in RDA vs. AACR2• Relationships, MARC, and post-MARC• Identifying and recording relationships

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Relationships

headingmain entryadded entryreference

access point

AACR2

relationships

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RDA

Categories of relationshipsprimary relationships w1 e1 m1 i1 (1 work)

RDA section 5

relationships between resource and person, family, corporate bodyRDA section 6

relationships between resource and concept, object, event, placeRDA section 7*

relationships between: w1 w2; e1e2; r1 m2; r1 i2 RDA section 8; r = “resource” (any w, e, m, or i)

relationships between persons, families, corporate bodiesRDA section 9

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Core relationships

0.6.5 primary relationships

core = work manifested

core if = if more than 1 expression of work – expression manifested

» » » only predominant or first-named

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Core relationships

0.6.6 relationships between resource and person, family, and corporate body

core = creator (person, family, corporate body)

core if* = other person, family, or corporate body

*if needed to construct the authorized access point representing the work

for example, defendant, appellant

» » » principle responsibility or first-named

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Core relationships

0.6.7 subject relationships core = one subject relationship

0.6.8 relationships between works, expressions, manifestations, and items

no core relationships

0.6.9 relationships between persons, families, and corporate bodies

no core relationships

* * * LC Core – some additional relationships beyond RDA core

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Are relationships important?

• FRBR and FRAD models:entities -- attributes -- relationships between the entities

• RDA emphasizes the existence and recording of relationships

• precise relationships» better navigation» better collocation» better resource discovery for user

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Relationships: AACR2

resource

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Relationships: RDA

resource

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Relationship Designators

resource

author

editor

work manifested

translator

subject

relatedwork

author

authorauthor

author

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Relationships: MARC Record100 1_ $a Leacock, Stephen, $d 1896-1944, $e author100 1_ $a Bach, Johann Sebastian, $d 1685-1750, $e composer100 1_ $a Gillis, Margie, $e choreographer110 2_ $a Ontario, $e enacting jurisdiction100 1_ $a Edwards, Gail, $e author700 1_ $a Saltman, Judith, $e author700 1_ $a Leacock, Stephen, $d 1896-1944, $e editor700 1_ $a Gould, Glenn, $d 1932-1982, $e performer700 1_ $a Gillis, Margie, $e dancer700 1_ $a Martchenko, Michael, $e illustrator

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Relationships: RDA

Margaret Atwood Is an author of 73 resources

Is an editor of 26 resources

Is a subject of 168 resources

See all

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Relationships and MARC

FRBR, FRAD importance of

RDA relationships

implementing RDA not obvious

in a MARC appear to be unimportant

environment

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AACR2 + MARC wrapper

100 1 $a Leacock, Stephen, $d 1869-1944. 245 10 $a Sunshine sketches of a little town.

260 $a Toronto : $McClelland & Stewart, $c 1931.

no relationships mentioned: creator – workwork – expression – manifestation

infer relationships

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RDA + MARC wrapperbibliographic record

100 1 $a Leacock, Stephen, $d 1869-1944, $e author.245 10 $a Sunshine sketches of a little town. 264 1 $a Toronto : $McClelland & Stewart, $c 1931.

• in RDA context, unlikely to have no statement of responsibility• RDA record would contain additional data about the work

manifested• but even if there were no other data, relationship can be

defined precisely

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RDA + post MARC 21

for example

name of a person ------- title of book

RDA + post MARC 21 record environment• data about entities• data about relationships • no MARC record wrapper • data about the resource holds together through the

defined relationships

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Relationships: 2 aspects

work relationship expression

work relationship person

work X relationship work Y

corporate body A relationship corporate body B

entity A entity Brelationship

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1. Existence of relationship

signal the existence of a relationship between entities

RDA 17.4conventions to record primary relationships:• identifier ISBN, ISMW, URI

• authorized access point for work or expression• composite description

(describe manifestation and then add one or more elements identifying the work, expression, item)

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RDA 18.4conventions to record persons, families and corporate bodies associated with the resource:• identifier LAC control number

• authorized access point for person, family or corporate body

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RDA 24.4recording relationships between works, expressions, manifestations and items:• identifier ISSN, ISBN, URI

• authorized access point for related work or expression

• description of related work, expression, manifestation, or item

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work relationship expression

work relationship person

work X relationship work Y

corporate body A relationship corporate body B

entity A entity Brelationship

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work realization expression

work created by person

work X parody of work Y

corporate body A successor of corporate body B

entity A entity Brelationship C

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2. Precise type of relationship

• use of relationship designators• RDA appendices I, J, and K

Relationship designators for creatorsartistauthorcartographercompilerenacting jurisdictionphotographerprogrammer

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Relationship designators for persons, families and corporate bodies associated with an expression

arranger of musiccostume designerperformer

actorconductormoderatornarrator

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Derivative work relationshipsbased on

abridgement ofadaptation of

dramatization ofmotion picture adaptation of

indexing formusical setting of

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Person to other personalternate identityreal identity

Person to familyfamily memberprogenitor

Person to corporate bodyemployeefounderincumbent

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Relationship designators

• RDA appendices I, J, and Ko not closed listso possible to suggest other termso not core

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MARC + relationship designators

relationship designators in MARC records>>> added to authorized access point for:

person, family or corporate body• use $e in 1XX or 7XX for bibliographicrecords (or possible to use $4)

• do not use $e in authority records

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relationship designators in MARC records>>> added to authorized access point for:

related works and expressions• use $i in bibliographic records

access points, linking fieldsexcept if MARC coding already indicates relationship

• do not use in 1XX of authority recordsExample…

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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.

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“Justification”

AACR2 • description• add access points to be able to find• access point has to be justified • justification must be in the description

RDA • access point does not require justification within “the description”• every piece of data that you record is usable; data elements are distinct, defined and independent

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P/F/CB relationship to resource

person workfamily expressioncorporate body manifestation

item

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MARC 21: P/F/CB and work

• authorized access point• how many??? no more “rule of three”

• RDA core, LC core• policy at one’s own library• cataloguer judgment

creator (RDA 19.2)• 1 creator 1XX• more than 1 creator 1XX and 7XX• may use relationship designators $e

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• creator -- core = principal or first named (RDA 19.2)100 1 $a Leacock, Stephen, $d 1896-1944, $e author.100 1 $a Bach, Johann Sebastian, $d 1685-1750, $e composer.100 1 $a Gillis, Margie, $e choreographer.110 2 $a Ontario, $e enacting jurisdiction.--------------------------------------------------------------------------------------------------------

100 1 $a Edwards, Gail, $e author.245 10 $a Picturing Canada : $b a history of Canadian children’s

illustrated books and publishing / $c Gail Edwards and Judith Saltman.

700 1 $a Saltman, Judith, $e author

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• others associated with a work (RDA 19.3)• not core; follow policy or cataloguer judgment

700 1 $a Leacock, Stephen, $d 1896-1944, $e addressee.

710 2 $a McCord Museum, $e host institution.

710 2 $a Royal Canadian Geographical Society, $e issuing body.

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MARC 21: P/F/CB and expression• contributor to the expression (RDA 20.2)700 1 $a Leacock, Stephen, $d 1896-1944, $e editor.700 1 $a Gould, Glenn, $d 1932-1982, $e performer.700 1 $a Gillis, Margie, $e dancer.700 1 $a Saint Germain, Michel, $e translator.----------------------------------------------------------------------------

100 1 $a Munsch, Robert N., $d 1945- $e author. 245 10 $a Moira’s birthday / $c story by Robert Munsch ; art by

Michael Martchenko.700 1 $a Martchenko, Michael, $e illustrator.

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MARC 21: P/F/CB and expression• do not require justification

for example, if there is no statement about the illustrator in the description, one can still have the 700

100 1 $a Munsch, Robert N., $d 1945- $e author. 245 10 $a Moira’s birthday / $c story by Robert Munsch. 700 1 $a Martchenko, Michael, $e illustrator.also possible, but nature of relationships less clear:100 1 $a Munsch, Robert N., $d 1945- 245 10 $a Moira’s birthday / $c story by Robert Munsch. 700 1 $a Martchenko, Michael.

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MARC 21: P/F/CB + item• roles that change from one item to another:

for example: former ownerannotatorbindercurator

561 $a Author’s signed presentation copy to Hugh and Tota MacLennan. $5 CaQMM

700 1 $a MacLennan, Hugh, $d 1907-1990, $e former owner. $5 CaQMM

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Related resources

work workexpression expressionmanifestation manifestationitem item

related works RDA 25related expressions RDA 26related manifestations RDA 27related items RDA 28

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Related works

• Derivative– adaptation of (work)– libretto based on (work)– parody of (work)

• Descriptive (subject)

• Whole-part– contains/contained in– series

• Accompanying– concordance– finding aid– supplement

• Sequential– continues– sequel to– supersedes

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MARC 21 and related work

Derivative relationship:100 1 $a Mitchell, Ken, $d 1940-245 14 $a The heroic adventures of Donny Coyote / $c Ken Mitchell.264 1 $a Regina : $b Coteau Books, $c [2003].500 $a Based on Don Quixote, by Miguel de Cervantes Saavedra.700 1 $i Based on: $a Cervantes Saavedra, Miguel de, $d 1547-

1616. $t Don Quixote.

unstructured description and authorized access point with relationship designator (500 not required)

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MARC 21 and related workWhole-part relationship:100 1 $a Pollock, Sharon.245 10 $a Sharon Pollock : $b three plays / $c introductory essay

by Sherrill Grace.264 1 $a Toronto : $b Playwrights Canada Press, $c 2003.505 0 $a Moving pictures -- End dreams -- Angel's trumpet.700 12 $a Pollock, Sharon. $t Moving pictures.700 12 $a Pollock, Sharon. $t End dreams700 12 $a Pollock, Sharon. $t Angel’s trumpet

505 = structured description – not requiredno relationship designators because 700 2nd ind = 2

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Related expressions

• same types of relationships as related works• some common expression relationships:

– Derivative• revision of• adaptation of (expression)• translation of

– Whole/part for example, translations in a compilation

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MARC 21 and related expression

translation

100 1 $a Leacock, Stephen, $d 1869-1944.240 10 $a Sunshine sketches of a little town. $l French245 13 $a Un été à Mariposa : croquis en clin d’oeil / $c Stephen

Leacock ; traduit du canadien-anglais par Élise de Bellefeuille et Michel St-Germain.

700 1 $i translation of: $a Leacock, Stephen, $d 1869-1944. $t Sunshine sketches of a little town.

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MARC 21 and related expression

translation

100 1 $a Leacock, Stephen, $d 1869-1944.240 10 $a Sunshine sketches of a little town. $l French245 13 $a Un été à Mariposa : croquis en clin d’oeil / $c Stephen

Leacock ; traduit du canadien-anglais par Élise de Bellefeuille et Michel St-Germain.

500 $a Translation of: Sunshine sketches of a little town / Stephen Leacock.

100 + 240 = authorized access point representing the expression500 = structured description

(instead could have structured description in 765)48

Related manifestation• some common related

manifestation relationships:– Equivalent

• reproduction• electronic reproduction• reprint• also issued as

– whole-part• insert• special issue

– Accompanying• issued with

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MARC 21 and related item

when it only applies to a specific item (copy specific)

501 $a Bound with: ____________________ . $5 CaQMM

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Exercises

• Relationships Exercise

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Relationships between P/F/CB

person personfamily familycorporate body corporate body

related persons RDA 30related families RDA 31related corporate bodies RDA 32

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• relationships recorded in authority records• may use relationship designators in $i

if not already indicated by other MARC coding, for example, $w100 1 $a Carroll, Lewis, $d 1832-1898.500 1 $w r $i Real identity: $a Dodgson, Charles Lutwidge, $d

1832-1898.

$w r = relationship designation is in $i

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110 2 $a Library and Archives Canada510 2 $w a $a National Archives of Canada510 2 $w a $a National Library of Canada

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100 1# $a Leacock, Stephen, $d 1869-1944. 510 2# $w r $i Employer: $a McGill University

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Relationships demand attention

• important for resource discovery• not always obvious in MARC environment• crucial in post-MARC environment• during RDA implementation, attention tends to focus

on entities and attributes• don’t forget to think in terms of relationships

between entities

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References

Based on: Library of Congress. Module F. Relationships in bibliographic and authority records. Module prepared as part of RDA Refresher Training at LC (October 2011)http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html

Also: Document R-5 on LC policy for encoding information in MARC bibliographic and authority records

Document R-6: name authority record examplesAlso all modules, documents and exercises prepared for refresher: http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html

Also: Examples folders on LC RDA site:http://www.loc.gov/aba/rda/training_examples.html

See also newest module on relationships (module 4, August 2012):http://www.loc.gov/catworkshop/RDA%20training%20materials/LC%20RDA%20Training/LC%20RDA%20course%20table.html

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http://www.loc.gov/aba/rda/training_examples.html

http://www.loc.gov/catworkshop/RDA%20training%20materials/LC%20RDA%20Training/LC%20RDA%20course%20table.html

http://www.loc.gov/catworkshop/RDA%20training%20materials/LC%20RDA%20Training/LC%20RDA%20course%20table.html

References

•Library of Congress. Module 5. Relationships. Module prepared by the Library of Congress for the Georgia Public Library Cataloging Summit (August 2011)

Also all modules, documents and exercises prepared for the Summit:http://www.loc.gov/aba/rda/Georgia_training_aug_2011.html

•RDA in MARC, October 2012.http://www.loc.gov/marc/RDAinMARC-10-12.html

•RDA Toolkit. Access at http://access.rdatoolkit.org/ (subscription required beyond table of contents)

•RDA Record Examples

http://www.loc.gov/catworkshop/RDA%20training%20materials/SCT%20RDA%20Records%20TG/index.html

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http://www.loc.gov/aba/rda/Georgia_training_aug_2011.html

http://www.loc.gov/marc/RDAinMARC-10-12.html

http://access.rdatoolkit.org/



Documents

Cataloguing with RDA: Recording Relationships Based on the LC RDA Training Module F : Relationships in Bibliographic and Authority Records Modified by: