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IDENTIFYING RELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description and Access Balanghai Hotel and Convention Center Butuan City October 29 – 30, 2012

I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

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Page 1: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

IDENTIFYING RELATIONSHIPS

Yhna Therese P. Santos, RL

Faculty Member, UP School of Library and Information Studies

Seminar-Workshop on Resource Description and Access

Balanghai Hotel and Convention Center

Butuan City

October 29 – 30, 2012

Page 2: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATIONSHIPS Identifying Relationships

Recording Relationships

RDA Module 5

Page 3: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

3

BASICS OF RELATIONSHIPS

1. What are relationships?2. Why relationships?

Expressing Relationships:Helps users find what they want!

Page 4: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

WORK

EXPRESSION

MANIFESTATION

ITEM

PERSON

CORPORATE BODY

Produced by

Realized by

Created by

Page 5: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

WORK

EXPRESSION

MANIFESTATION

ITEM

PERSON

CORPORATE BODY

Produced by

Realized by

Created by

Primary Relationships

Owned by

Page 6: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

WORK

EXPRESSION

MANIFESTATION

ITEM

Is realized through an

Is embodied in

Is exemplified by an

Page 7: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

WORK

EXPRESSION

MANIFESTATION

ITEM

Page 8: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RECORDING PRIMARY RELATIONSHIPS

Identifier for the related work [RDA 6.9], expression [RDA 6.14], manifestation, or item [RDA 2.15]

Preferred access point representing the related work or expression [RDA 6.27]

Composite description aka analytical description

Page 9: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

WHAT TO RECORD

Expression of the work Work expressed Manifestation of work Work manifested* Manifestation of an expression Expression manifested* Item of manifestation Manifestation exemplified

* Core element

Page 10: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RECORDING RELATIONSHIPS TO PERSONS, FAMILIES AND CORPORATE BODIES ASSOCIATED WITH A RESOURCERelating Entities from Group 2 to Group 1

Page 11: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

11

ENTITIES BEING RELATED

Relationships between:

1. Resources and associated persons, families, and corporate bodies

2. Resources (works, expressions, manifestations, items)

3. Persons, families, corporate bodies

Page 12: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

FUNCTIONAL OBJECTIVES

find works, expressions, manifestations, or items that are related to those retrieved in response to the user’s search

understand the relationship between two or more works or expressions represented by preferred access points

Page 13: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

WORK

EXPRESSION

MANIFESTATION

ITEM

PERSONS

CORPORATE BODIES

Produced by

Realized by

Created by

GROUP 1

GROUP 2

FAMILIES

Page 14: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RDA CHAPTERS RELATING RESOURCES TO GROUP 2 ENTITIES Creators and others associated with works (ch.

19) Contributors associated with expressions (ch. 20) Entities related to manifestations (ch. 21) Entities related to items (ch. 22)

Page 15: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATIONSHIPS OF ENTITIES RELATING TO WORKS

Creators If there is more than one creator

responsible for the work, only the creator having principal responsibility named first in resources embodying the work or in reference sources is required. If principal responsibility is not indicated, only the first-named creator is required

Page 16: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLES

Hemingway, Ernest, 1899-1961100 $a Hemingway, Ernest, 1899-1961 $e author

Rizal, Jose, 1861-1896John Paul II, Pope, 1920–2005 Beethoven, Ludwig van, 1770–1827 Romanov (Dynasty) Northern Pacific Railway Company

Page 17: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATIONSHIP DESIGNATORS: ENTITIES AND WORK

Page 18: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

TRANSCRIPTION USING MARC 21

100 $a European Conference on Encoded Archival Description and Context (EAD and EAC), $e creator.

700 $a Stockting, Bill, $e editor of compilation

Page 19: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

ANOTHER FORM OF TRANSCRIPTION

Title Proper Encoding across frontiers

Other title information proceedings of the European Conference on Encoded Archival Description and Context (EAD and EAC), Paris, France 7-8 October 2004

Statement of responsibility relating to title

Bill Stockting editor

Creator European Conference on Encoded Archival Description and Context (EAD and EAC) (2004: Paris, France)

Contributor Stockting, Bill

Relationship designator editor of compilation

Page 20: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATIONSHIPS OF ENTITIES RELATED TO EXPRESSIONS

Contributors Illustrators Arrangers, transcribers etc Performers Compiler of laws

Page 21: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLE

100 1# $a Wood, Audrey.

245 14 $a The napping house / $c Audrey Wood ; illustrated by Don Wood.

700 1# $a Wood, Don, $e illustrator.

Page 22: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

Title Proper The napping house

Statement of responsibility relating to title

Audrey Wood

Contributor Don Wood

Relationship Designator illustrator

Page 23: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATIONSHIP DESIGNATORS: ENTITIES AND EXPRESSIONS

Page 24: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATIONSHIPS OF ENTITIES AND MANIFESTATIONS

Producers Publisher Distributor Manufacturer Others

Lithographer Engraver etc

Page 25: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLE

260 $a Bethesda : $b NIH, $c 2008.

710 $a National Institutes of Health (U.S.), $e broadcaster.

Place of Publication Bethesda

Publisher’s name NIH

Copyright date 2008

Contributor National Institutes of Health (U.S.)

Relationship Designator broadcaster

Page 26: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

245 $a Black X-mas

260 $a Montreal, QC : $b Distributed exclusively in Canada by TVA Films, $c c2007 $e ([Beverly Hills, California]): $f 29292 Productions

710 $a TVA Films (Firm)

710 $a 2929 Productions (Firm)

Title Black X-mas

Place of distribution Montreal, QC

Distributor’s name Distributed exclusively in Canada by TVA Films

Distributor TVA Films (Firm)

Manufacturer 2929 Productions (Firm)

Page 27: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATIONSHIP DESIGNATORS: ENTITIES AND ITEM

Owner Current owner Former owner

Custodian

Page 28: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLE

500 $a University Library's copy has ms. notes by author on endpapers. $5 IaH

700 $a Smiley, Jane, $e annotator.

Note University Library’s copy has ms. notes by author on endpapers

Contributor Smiley, Jane

Relationship designator annotator

Page 29: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATED ENTITIES IN GROUP 1

Related works Related expressions Related manifestations Related items

Page 30: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

FUNCTIONAL OBJECTIVES AND PRINCIPLES

The data recorded to reflect relationships between works, expressions, manifestations, and items should enable the user to:

a) find works, expressions, manifestations, or items that are related to those retrieved in response to the user’s search

b) understand the relationship between two or more works or expressions represented by preferred access points.

Page 31: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

METHODS FOR DESCRIBING/RECORDING

Use of identifier Authorized access point Structured or unstructured description

Structured description = note or linking field: indicate elements by ISBD punctuation or MARC tagging

Unstructured description = note using narrative rather a formal tagged structure to indicate the relationship

Page 32: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATED WORKS

Scope – a related work is a work related to the work represented by a preferred access point

Common work relationships: Whole-part, e.g.,

Works in a compilation Chapters in a book

Adaptations Commentary Supplements Sequential relationships (e.g., earlier and later

serials)

Page 33: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLE

Paraphrase of: Tippet, Michael, 1905-1998. -Mask of Time. – ISWC T 010.304.108-2

Resource is a paraphrase and is being related to the work which it paraphrased.

Identifier for the resource being paraphrased

Page 34: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

Finding aid: http://bibpurl.oclc.org/web/14192

Resource described is an archival collection of papers and related materials. The description relates the material described to another work which is a finding aid

Page 35: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATED EXPRESSION

Scope – a related expression is an expression related to the expression represented by a preferred access point (e.g., a revised version, a translation)

Page 36: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

COMMON EXPRESSION RELATIONSHIPS

Whole-part (e.g., translations in a compilation) Revisions Editions Translations Language editions Abridgements

Page 37: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

IDENTIFIERS FOR RELATED EXPRESSIONS

Translated as: http://bibpurl.oclc.org/ web/14222767 0# $o http://bibpurl.oclc.org/web/1422

Contains: Plate number: E.E. 3646 774 0# $o Plate number: E.E. 3646

Page 38: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLES OF UNSTRUCTURED DESCRIPTIONS FOR RELATED EXPRESSIONS

Revised and shortened version of the author’s thesis (Ph.D.)—Yale University, 1982

500 ## $a Revised and shortened version of the author’s thesis (Ph.D.)-Yale University, 1982

The English edition of a Spanish publication, which is also issued in French, German, and Arabic editions

Page 39: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLES OF STRUCTURED DESCRIPTIONS FOR RELATED EXPRESSIONS

Revision of: Biology of fishes / Carl Bond. — 2nd edition. — 1996

500 ## $a Revision of author’s 2nd edition of Biology of fishes

May be expressed as an unstructured description to:

Revised edition of Bond’s 2nd edition of Biology of fishes.

Page 40: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATED MANIFESTATIONS

Scope - A related manifestation is a manifestation related to the resource being described (e.g., a manifestation in a different format).

Page 41: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

COMMON MANIFESTATION RELATIONSHIPS Reproductions Different formats for same expression (e.g.,

book vs. CD; book vs. PDF) Special issues

Page 42: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLES OF IDENTIFIERS FOR RELATED MANIFESTATIONS

Also issued as: ISBN 978-0-06128- 533-2 775 0# $z ISBN 978-0-06128-533-2

Also issued as: Walt Disney Studios Home Entertainment: 5568103

775 0# $i Also issued as $o Walt Disney Studios Home Entertainment 5568013

Page 43: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATED ITEMS

A related item is an item related to the resource being described (e.g., an item used as the basis for a microform reproduction).

Page 44: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

COMMON ITEM RELATIONSHIPS Reproduction of a specific copy “Bound with” Item added to copy of manifestation in a

special collection

Page 45: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLES

775 $i Reprint of (item): $t Hiking in Unicoi State Park $d Helen, GA : RST Publishers, 1955. $h 22 p. : ill. ; 19 cm.

Page 46: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

Bound with: Report of the Committee on the District of Columbia in relation to the city of Washington : read in Senate, February 2, 1835. — City of Washington : Printed at the Globe Office, 1835

Reproduction of original from Harvard Law School Library

Page 47: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

RELATIONSHIPS BETWEEN PERSONS, FAMILIES AND CORPORATE BODIES

find persons, families, or corporate bodies that are related to the person, family, or corporate body represented by the access point retrieved in response to the user’s search

understand the relationship between two or more persons, families, or corporate bodies represented by preferred access points.

Page 48: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

Methods Identifier Preferred access point

Can be recorded using MARC field 500 Relationship designator can be derived from

Appendix K of RDA

Page 49: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

EXAMPLE

110 2# $a Library of Congress. $b Policy and Standards Division

510 2# $w r $i Predecessor: $a Library of Congress. $b Cataloging Policy and Support Office

110 2# $a Library of Congress. $b Cataloging

Policy and Support Office510 2# $w r $i Successor: $a Library of Congress. $b Policy and Standards Division

Page 50: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

100 1# $a Garr, Arnold K.

510 2# $w r $i Employer: $a Brigham Young University

Page 51: I DENTIFYING R ELATIONSHIPS Yhna Therese P. Santos, RL Faculty Member, UP School of Library and Information Studies Seminar-Workshop on Resource Description

THANK YOU!