Transcript Relationships

Cataloguing with RDA:
Recording Relationships
Based on the LC RDA Training Module F : Relationships in Bibliographic and
Authority Records
Modified by:
Chris Oliver
McGill University Libraries
Canadian Committee on Cataloguing
[email protected]
Les Moor
University of Manitoba Libraries
[email protected]
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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
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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
AACR2
heading
main entry
added entry
reference
RDA
access point
relationships
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Categories of relationships
primary relationships w1  e1  m1  i1 (1 work)
RDA section 5
relationships between resource and person, family, corporate body
RDA section 6
relationships between resource and concept, object, event, place
RDA section 7*
relationships between: w1  w2; e1e2; r1  m2; r1  i2
RDA section 8; r = “resource” (any w, e, m, or i)
relationships between persons, families, corporate bodies
RDA 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
author
translator
author
subject
editor
related
work
resource
author
author
author
work
manifested
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Relationships: MARC Record
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
700 1_ $a Saltman, Judith, $e author
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 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
in a MARC
environment
not obvious
appear to be unimportant
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AACR2 + MARC wrapper
100 1 $a Leacock, Stephen, $d 1869-1944.
245 10 $a Sunshine sketches of a little town.
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$a Toronto : $McClelland & Stewart, $c
1931.
no relationships mentioned:
creator – work
work – expression – manifestation
infer relationships
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RDA + MARC wrapper
bibliographic 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
entity A
relationship
entity B
work
relationship
expression
work
relationship
person
work X
relationship
work Y
corporate body A relationship
corporate body B
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1. Existence of relationship
signal the existence of a relationship between entities
RDA 17.4
conventions 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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1. Existence of relationship
signal the existence of a relationship between entities
RDA 18.4
conventions 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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1. Existence of relationship
signal the existence of a relationship between entities
RDA 24.4
recording 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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Relationships: 2 aspects
entity A
relationship
entity B
work
relationship
expression
work
relationship
person
work X
relationship
work Y
corporate body A relationship
corporate body B
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Relationships: 2 aspects
entity A
relationship C
entity B
work
realization
expression
work
created by
person
work X
parody of
work Y
corporate body A successor of
corporate body B
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2. Precise type of relationship
• use of relationship designators
• RDA appendices I, J, and K
Relationship designators for creators
artist
author
cartographer
compiler
enacting jurisdiction
photographer
programmer
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2. Precise type of relationship
• use of relationship designators
• RDA appendices I, J, and K
Relationship designators for persons, families and corporate
bodies associated with an expression
arranger of music
costume designer
performer
actor
conductor
moderator
narrator
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2. Precise type of relationship
• use of relationship designators
• RDA appendices I, J, and K
Derivative work relationships
based on
abridgement of
adaptation of
dramatization of
motion picture adaptation of
indexing for
musical setting of
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2. Precise type of relationship
• use of relationship designators
• RDA appendices I, J, and K
Person to other person
alternate identity
real identity
Person to family
family member
progenitor
Person to corporate body
employee
founder
incumbent
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Relationship designators
• RDA appendices I, J, and K
o not closed lists
o possible to suggest other terms
o 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 bibliographic
records (or possible to use $4)
• do not use $e in authority records
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MARC + relationship designators
relationship designators in MARC records
>>> added to authorized access point for:
related works and expressions
• use $i in bibliographic records
access points, linking fields
except if MARC coding already
indicates relationship
• do not use in 1XX of authority records
Example…
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MARC + relationship designators
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
family
corporate body
work
expression
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
• more than 1 creator
• may use relationship designators
1XX
1XX and 7XX
$e
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MARC 21: P/F/CB and work
• 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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MARC 21: P/F/CB and work
• 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 1945245 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 owner
annotator
binder
curator
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
expression
manifestation
item
related works
related expressions
related manifestations
related items
work
expression
manifestation
item
RDA 25
RDA 26
RDA 27
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 1940245 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 15471616. $t Don Quixote.
unstructured description and authorized access point
with relationship designator (500 not required)
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MARC 21 and related work
Whole-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 dreams
700 12 $a Pollock, Sharon. $t Angel’s trumpet
505 = structured description – not required
no 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 French
245 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 French
245 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 expression
500 = structured description
(instead could have structured description in 765)
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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
family
corporate body
person
family
corporate body
related persons
RDA 30
related families
RDA 31
related corporate bodies RDA 32
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Relationships between P/F/CB
• relationships recorded in authority records
• may use relationship designators in $i
if not already indicated by other MARC coding, for
example, $w
100 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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Relationships between P/F/CB
110 2 $a Library and Archives Canada
510 2 $w a $a National Archives of Canada
510 2 $w a $a National Library of Canada
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Relationships between P/F/CB
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 examples
Also 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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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%20RD
A%20Records%20TG/index.html
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