John Espley and Vinod Chachra“RDA 101” ALCTS Preconference

Washington, D.C.June 25, 2010

(revised July 2, 2010)

Insights and Processesfrom VTLS’s 8 Years of Experience

with FRBR and RDA

Part 1: Insights from Experience1. Linked data is the correct (only!)

implementation strategy for FRBR and RDA. Other options work but they are less effective

2. Collocation is the chief benefit; Collocation is made easier by using linked data

Records are cataloged once and used many times

3. Navigation and discovery is an important benefit; navigation is made consistent with the use of linked data. Use of linked data is highly recommended

Part 1: Insights from Experience

4. “Reverse trees” are a required construct for navigation between “connected” works.

Part 1: Insights from Experience

5. Super-works and derivative works are useful in completing the collocation picture.

Part 1: Insights from Experience6. RDA cataloging increases productivity.7. Integration of tools like RDA Toolkit also

increase productivity8. User experience is enhanced with tree like

displays9. Added benefit to users is the ability to place

holds at any level -- Work level, Expression level and Manifestation level.

10. Linked data implementations permit metadata to be distributed over the internet and accessed at display time. It allows for a true “network based catalog”.

Part 2: Overview of Processes

1. RDA Workflow

2. Simpler RDA Cataloging

3. VTLS RDA/FRBR Extensions

4. Cataloging Assistance

5. Authority Records

1. RDA Workflow

Implementation Scenario 1 is recommendedCreate WorkAdd Expression and create link for “linked data”Add Manifestation and create link for “linked data”Add Item/Holdings and create link for “linked data”

Later, when additional Manifestations are acquiredAdd Expression, if needed, and “linked data”Add Manifestation and “linked data”

1.1 RDA Work Record

Preferred titleForm of workDate of work

Authorized access point associated with workPrimarySecondary

NotesSubjects

Concept, Object, Event, Place

1.2 RDA Expression RecordContent type (336 tag)Language of ExpressionDate of ExpressionOther distinguishing characteristicsNotesAuthorized access point associated with

Expression

1.3 RDA Manifestation Record Title proper Statement of responsibility Edition statement Publication statement

Place, publisher, date Series statement Notes Media type (337 tag) Carrier type (338 tag) Extent

1.4 RDA Work template (Labels)

1.4 RDA Work template (MARC)

1.5 RDA Work record (MARC)

1.5 RDA Work record (Labels)

1.6 Display Work record (Labels)

1.7 External Linked Data (URLs)

1.8 Display Work record (MARC)

1.9 Create RDA Expression record

1.10 RDA Expression Template

RDA Auto Linking Data

1.11 RDA Expression recordRDA Auto Linking Data

1.12 Display RDA Work and Expression

Display created using linked data

1.13 Add RDA Manifestation

1.14 RDA Manifestation Template

1.15 RDA Manifestation recordRDA Auto Linking Data

1.16 RDA Manifestation record

1.17 Work, Expression, Manifestation

Display created using linked data

2.0 Simpler RDA Cataloging

When additional Manifestations are acquired Add Expression, if needed

• Different language• Different performance• Different content type

Text, Spoken word, Performed music, etc.• Different text

Add Manifestation

2.1 Adding a new RDA Manifestation

2.2 A new RDA ManifestationRDA Auto Linking

Data

2.3 A new RDA Manifestation

2.4 Two RDA Manifestations

2.5 The other RDA Manifestation

Display created using linked data

2.6 A new RDA Expression

2.7 New RDA Expression Template

2.8New RDA Expression

2.9 New RDA Expression

2.10 Add French RDA Manifestation

2.11 French RDA Manifestation

2.12 French RDA Manifestation

2.13 Two RDA Expressions

Display created using linked data

2.14 Searching all Works by an Author

All Works by an Author

2.16 All Works by an Author

2.17 Display of Selected RDA Work

2.18 Expanding the Display

2.19 Further expanding the display

Display created using linked data

3. VTLS RDA/FRBR Extensions

3.1 Related Works Super Works Derivative Works

3.2 Reverse trees for better navigation Aggregates

3.3 “Package” for Data Sharing

Original Work - Same

Expression

Same Work – New Expression New WorkCataloging Rules

Cut-Off Point

DerivativeEquivalent Descriptive

Facsimile

Reprint

ExactReproduction

Copy

MicroformReproduction

Variations or Versions

Translation

Simultaneous“Publication”

Edition

Revision

SlightModification

ExpurgatedEdition

IllustratedEdition

AbridgedEdition

Arrangement

SummaryAbstractDigest

Change of Genre

Adaptation

DramatizationNovelizationScreenplay

Libretto

FreeTranslation

Same Style orThematic Content

Parody

Imitation

Review

Criticism

AnnotatedEdition

Casebook

Evaluation

Commentary

Family of Works (Tillett)

48

3.1.1 Related WorksA motion picture based on a novel is a new work

A new play derived from a work Rosencrantz and Guildenstern Are Dead by Tom

Stoppard

Need to relate the new work to the original work

Super Work or Derivative Work technique Super Work means all related Works are equal Derivative Work means related Works are subordinate

to original Work

VTLS can accommodate either way

3.1.2 New RDA WorkRDA Auto Linking

Data

3.1.3 New RDA Work

3.1.4 Related RDA Work

Display created using linked data

3.1.5 Add RDA Expression

3.1.6 RDA Expression

3.1.7 RDA Expression

3.1.8 New RDA Manifestation

3.1.8 RDA Manifestation

3.1.8 (continued) RDA Manifestation

3.1.9 Display RDA Manifestation

3.1.10 RDA Work (super Work)

3.2 “Normal” and “Reverse” Trees

3.2.1 “Normal” Tree

3.2.1 “Reverse” Tree

3.2.3 “Reverse” Tree

3.2.4 “Reverse” Tree

3.2.5 “Normal” Tree

3.3 RDA “Package” for Data Sharing

3.3.1 Auto Sharing “Package” (Full)

3.3.2 Auto Sharing “Package” (MARC)

4. RDA Cataloging Assistance

Cataloging assistance Templates for original cataloging RDA Toolkit Macros MARC content designation validation Authority record templates VIAF (Virtual International Authority File) ONIX records LCSH/SKOS RDA Vocabularies Project

4.1 RDA Templates

Work, Expression, and ManifestationAuthority records“Package” recordsLabels or MARC formatUser definedUnlimitedPer cataloger

4.2 RDA Toolkit

Only seen beta version

Direct specific links from the VTLS client

Integrated links with client MARC help Based on Appendix D, section 2.1, Mapping of

MARC 21 Bibliographic to RDA and the Mapping provided in the Tools menu of the toolkit

4.2.1 RDA Toolkit – Ex: Form of Work

4.2.2 RDA Toolkit – Ex: ISBN

4.2.3 RDA Toolkit - ISBN

4.2.4 RDA Toolkit – Hypertext links

4.2.5 RDA Toolkit

4.2.6 RDA Toolkit

4.3 RDA Cataloging Macros

4.3.1 RDA Cataloging Macros

4.3.2 RDA Cataloging Macros

Procedure for MARC “content designation” validation of Work, Expression, and Manifestation records is same as validating AACR/MARC records

Three additional validation files for RDA/FRBR with new rules

Rules can be modified by users by editing text file

4.4 Rules Based Validation

4.4.1 Rules Based ValidationValidate a

Work record

4.4.2 Rules Based Validation

Notice RuleFile used

4.4.3 Rules Based ValidationValidate

an Expressionrecord

4.4.4 Rules Based Validation

Subfield \l (L)is not a validsubfield fortag 245 in

an Expressionrecord

4.4.5 Rules Based ValidationValidate a

Manifestationrecord

4.4.6 Rules Based Validation

Tag 245 isrequired in aManifestation

record

Subfields $aand $c are notvalid subfieldsfor tag 240 in aManifestation

record

4.5 Authority Records

RDA is based on FRBR and FRAD

New MARC tags and subfields for authority records

Authority templates

4.5.1 Authority template

4.5.2 Authority Workform (Labels)

4.5.3 Authority Workform (Labels)

Questions?

Thank you!