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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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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1. Existence of relationship
signal the existence of a relationship between entities
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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1. Existence of relationship
signal the existence of a relationship between entities
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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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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Relationships: 2 aspects
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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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 musiccostume designerperformer
actorconductormoderatornarrator
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2. Precise type of relationship
• use of relationship designators• RDA appendices I, J, and K
Derivative work relationshipsbased on
abridgement ofadaptation of
dramatization ofmotion picture adaptation of
indexing formusical setting of
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2. Precise type of relationship
• use of relationship designators• RDA appendices I, J, and K
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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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 fieldsexcept if MARC coding already indicates relationship
• do not use in 1XX of authority recordsExample…
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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 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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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 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 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, $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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Relationships between P/F/CB
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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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 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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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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