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Module 10Relationships in RDA
This work is licensed under the Creative Commons Attribution 3.0 Australia License http://creativecommons.org/licenses/by/3.
0/au/
Sources for this module
• Adapted from the original Library of Congress training programme
• and RDA Training: Topic 3: Relationships for Ohio State University Libraries
• and the National Library of Australia relationships module
• and the National Library of New Zealand RDA relationships training module
Summary
• Types of relationships
• Recording methods
• Primary relationships
• Relationship to persons, families, and corporate bodies
• Relationships between resources
4
Types of relationships
What are relationships?• Connections between entities
Why record relationships?• To help users find what they want
RDA
AttributesSections 1-4
RelationshipsSections 5-10
To Things
(author of book)
Between Things
(movie version of book)
RDA
AttributesSections 1-4
RelationshipsSections 5-10
To things (Sections 5 – 7)
Between things(Sections 8 – 10)
Primary relationships
Persons, families
Corporate bodies
Concepts, objects …aka subjects
Works, expressionsManifestations
items
Persons, familiesCorporate bodies
Concepts, objects …aka subjects
Relationships to …
1. Primary relationships (Section 5)
• Relationships within a resource (i.e. what the resource is)
2. Persons/families/corporate bodies related to a resource (Section 6)
• Authors, illustrators, editors, translators, issuing bodies
• Publishers, donors, former owners.
Relationships between …
3. Relationships between works, expressions, manifestations & items (section 8)
• Adaptations, translations, arrangements, etc.
4. Relationships between persons, families & corporate bodies (section 9)
• Pseudonyms, former name, later name
Recording relationships
Three methods used in RDA
• Identifiers
• Authorized access points
• Descriptions
Identifiers
Identifier = A character string (usually numeric) that identifies and distinguishes entities
URIs (Uniform Resource Identifiers)But not URLs. URLs record location, not relationships
ManifestationThe monarch butterfly
in New ZealandISBN:
9780473239206
ManifestationThe monarch butterfly
in New ZealandISBN:
9780473239206
PersonGibbs, George W.LC control no.: n 83137258
PersonGibbs, George W.LC control no.: n 83137258
Authorised access points
• Gibbs, George W. • Erber, Mhairi, 1939-• Murdoch (Family : Murdoch, Rupert,
1931-)• Bridge Builders International• Austen, Jane, 1775-1817. Pride and
prejudice
Descriptions
Descriptions: • structured • unstructured
record relationships with works, expressions, manifestations, or items,
• but NOTNOT with persons, families, or corporate bodies
Structured descriptions
• A note with ISBD punctuation to identify elements
500 ## $a Reprint of: The stones of Florence / Mary McCarthy –
New York : Harcourt Brace, 1959.
• Linking fields 776 08 $i Print version: $t Attack at
Shark Bay $z 9781481188050
Unstructured descriptions
• Notes without formal structure500 ## $a Translation of the
author’s novel Digital fortress.
14
15
Functional requirements for bibliographic records : final report / IFLA Study Group on the Functional Requirements for Bibliographic Records, 2008, p. 14, “Group 1 entities and primary relationships”, Figure 3.1
WORK
EXPRESSION
MANIFESTATION
ITEM
is realised through
is embodied in
is exemplified by
Primary relationships (ch 17)
TextIllustrations
Print run; ISBN; Edition; Series
Library’s copy
Whose bottom is this?
Recording primary relationships
• Identifiers
• Authorised access points
• Composite description• Identify work or expression as part of
description of manifestation• 100 1# $a Gibbs, George W.• 245 10 $a The monarch butterfly in
New Zealand
17
Expression manifested Larsson, Stieg, 1954-2004. Man som hatarkvinnor. English
Work manifestedLarsson, Stieg, 1954-2004. Man som hatar kvinnor
From VUW MLIS paper INFO 546
Example
And again in MARC21
100 1# $a Larsson, Stieg, 1954-2004,$e author.240 10 $a Man som hatar kvinnor.$l English245 14 $a The girl with the dragon tattoo /$c Stieg Larsson ; translated from the Swedish by Reg Keeland.264 #1 $a London :$b MacLehose Press,$c 2008. 300 ## $a 532 pages ;$c 24 cm
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Persons/families/bodies and resources (ch. 19-22)
Persons
Families
Corporate bodies
Persons
Families
Corporate bodies
Work (19)Work (19)
Expression(20)
Expression(20)
Manifestation(21)
Manifestation(21)
Item(22)Item(22)
Publish,
distribute, etc.
Publish,
distribute, etc.
Edit, translate,etc.
Annotate, own,etc.
Create
Core relationships
• RDA: Creator used to construct authorized access point for the work
• LC: Plus first illustrator of resources intended for children
• NLNZ: Plus other creators, issuing bodies, editors, translators and …
NLNZ criteria for recording relationships
• User needs
• Prominence of information
• NZ significance of entity
• Importance of entity to resource
• Sustainability
22
Recording relationships to persons families corporate bodies
• Record as authorized access points • MARC 1XX or MARC 7XX
• Add relationship designators • RDA Appendix I • $e of 1XX and 7XX field• Optional • Not a closed list• Not part of name authority records or
authorized access points for works
Relationship Designators
• “Relationship designators provide more specific information about the nature of the relationship (e.g., author, donor)”—RDA I.1
• Appendix I • Animator, artist, author, binder, curator,
dancer, director, editor, former owner, issuing body, judge, printer, producer, singer …
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Creator relationships (ch. 19)
Persons/families/bodies related to works (Appendix I.2)
• author• compiler• filmmaker• interviewer• programmer• and others …
25
Example Creator work relationship
110 2# $a Society of Linguists,$e author.
100 1# $a Glass, Philip,$e composer.
100 1# $a Gibbs, George W.,$e author.
100 1# $a James, Trevor,$e author.700 1# $a Popay, Ian,$e author.700 1# $a Champion, Paul,$e author.700 1# $a Grbavac, Nik,$e author.700 1# $a Rhode, Birgit,$e author.
26
Example Others associated with work (also ch. 19)
710$ a New Zealand Academy of Sport,$e issuing body .
710 $a ABC Institute, $e sponsoring body.
700 $a Jackson, Peter, $d 1961- $e film director.
27
Contributor relationships (ch. 20)
Persons/families/bodies related to expressions (Appendix I.3)
• Translators• Editors of compilations• Performers• Illustrators• Arrangers of music
28
Contributor relationships
LC-PCC PS 20.2:
• LC core relationship: first illustrator of resources intended for children
• NLNZ core: illustrators, editors, translators and apply relationship criteria (User needs, prominence, etc.)
29
Recording Contributor relationships
• Authorized access point in MARC 7XX fields in bibliographic record
• Relationship designators from RDA appendix I.3 in subfield $e of 7XX field• Not a closed list• Do not include $e in name authority
record• Optional
30
Example 1: Contributor relationships
100 1# $a Wood, Audrey, $e author.245 14 $a The napping house / $c Audrey Wood ; illustrated by Don Wood.700 1# $a Wood, Don, $e illustrator.
Notes: 1) 2nd statement of responsibility is not core; also, it isn’t needed to justify the 700 field (NLNZ policy is to record additional statements)
2) LC & NLNZ policy: give $e illustrator
31
Example 2: Contributor relationships
100 1# $a Lindgren, Astrid, $d 1907-2002, $e author.
240 10 $a Pippi Långstrump. $l English245 10 $a Pippi Longstocking / $c Astrid
Lindgren ; translated by Tiina Nunnally. 700 1# $a Nunnally, Tiina, $d 1952- $e
translator.
Notes: 1) Relationship designators “author” and “translator” optional (NLNZ policy is to supply these) 2) 2nd statement of responsibility is not core; and, it isn’t needed to justify the 700 field.
32
Example 3: Contributor relationships
245 $a Favorite American music / $c performed by the Baltimore Symphony Orchestra with Marin Alsop conducting...505 $a ...700 $a Alsop, Marin, $e conductor.*710 $a Baltimore Symphony Orchestra, $e performer.
* Could have used the more general “$e performer” for Alsop.
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Relationships to manifestations (ch. 21)
Persons/families/bodies related to manifestations (21.0, Appendix I.4)
• Producers• Publishers (e.g. broadcasters)• Manufacturers (e.g. engravers, printers)• Distributors (e.g. film distributor)
These relationships are also recorded as attributes of manifestations
34
Examples: Relationships to manifestations
264 #1 $a Bethesda : $b NIH, $c 2008.710 2# $a National Institutes of Health (U.S.), $e broadcaster.
“Publisher” isn’t listed as an RDA relationship designator because that relationship is an attribute of the manifestation and is already recorded as a core element.
35
Relationships to items (ch. 22)
Persons/families/bodies related to items (RDA 22.0, Appendix I.5)
• Owners• Custodians• Curators
LC: cataloger judgment NLNZ: case-by-case as requested by curators
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Examples: Relationships to items
500 $a University Library's copy has ms. notes by author on endpapers. $5 IaH700 $a Smiley, Jane, $e annotator.
541 $c Gift; $a John Jefferson; $d 2011. $5 DLC700 $a Jefferson, John, $e donor.
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Summary of relationships to persons, families & corporate bodies• Works:
• First creator in 1XX, others in 7XX • $e is optional
• Expression: • Contributors in 7XX field
• Manifestations• Rarely used
• Items• Important in special collections
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3. Relationships between resources (ch. 25-28)
• Related works, expressions, manifestations, and items
• Relationships in bibliographic and/or authority records:• Related works (ch. 25)• Related expressions (ch. 26)• Related manifestations (ch. 27)• Related items (ch. 28)
• No core relationships between resources
Recording relationships between resources
• Identifiers (not yet)
• Authorised access points• With optional relationship designators
(RDA Appendix J, MARC $i)
and/or• Descriptions
39
700 10 $i Parody of (work): $a Tolkien, J. R. R. (John Ronald Reuel), $d 1892–1973.$t Lord of the rings.
700 10 $i Guide to (work): $a Fischer, Louis, $d 1924– $t Teachers and the law.
700 10 $i Libretto for (expression): $a Weill, Kurt, $d 1900–1950. $t Dreigroschenoper. $l
English
Relationship designator examples
Types of relationships between resources
SequentialSequential
Works, Expressions
Works, Expressions
WorksExpressions
ManifestationsItems
WorksExpressions
ManifestationsItems
ManifestationsItems
ManifestationsItems
DescriptiveDescriptive
Whole-PartWhole-Part
AccompanyingAccompanying
DerivativeDerivative
EquivalentEquivalent
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Related works (RDA 25.1)
Common work relationships:• Whole-part
• Works in a compilation• Chapters in a book
• Derivative• Adaptations • Movie of book• Book re-told for children
• Accompanying• Supplements
• Sequential • Earlier and later serials • Sequels and prequels
43
Whole-part relationships
• LC: Give MARC 505 contents note unless contents indicated in another part of the description (e.g. because no collective title present) or unless burdensome
• LC: Give one MARC 7XX analytical authorized access point; cataloger decides if additional 7XX fields are needed for other works
• Don’t give analytical authorized access points for some works: anthologies of poetry, conference proceedings, hymnals, journals, interviews, etc. – LC-PCC PS 25.1
44
Example: Whole-part relationship
Authorized access points for the works:
100 1# $a Shakespeare, William, $d 1564-1616, $e author.
240 10 $a Plays. $k Selections245 10 $a Hamlet ; $b King Lear / $c William Shakespeare.700 12 $i Contains (work): $a Shakespeare, William, $d 1564-1616. $t Hamlet.700 12 $i Contains (work): $a Shakespeare, William, $d 1564-1616. $t King Lear.
Compilation of works by more than one creator, with collective title
245 00 $a Home & away : $b award-winning travel stories by New Zealand writers / $c selected and edited by Graeme Lay.
Whole-part relationships for each work?
245 00 $a Home & away : $b award-winning travel stories by New Zealand writers / $c selected and edited by Graeme Lay.505 0# $a Asia -- When in Goa / Karen Goa -- Slow boat to Thailand / Simon Farrell-Green -- Holy cow and Mother Ganga / Liz Light -- Desert Adventure / Jill Worrall -- On the road to Mandalay / Bob Maysmor -- America -- River of grass / James Frankham -- Northern exposure / Nicola Legat -- North, to Alaska / Shelley-Maree Cassidy -- Home economics / Yvonne van Dongen -- Let's tango / Carroll du Chateau -- Islands of the birds / Susan Buckland -- South Pacific -- Teetering on the brink / Graham Reid -- QE2 / Michele A'Court -- Finding Fiji / Tom Romeo -- Looking for Gauguin / Graeme Lay -- Australia -- The big somewhere / Greg Dixon -- Doing a wharfie / Fergus Blakiston -- Europe -- Rocky mountain way / Gus Roxburgh -- A month in Provence / Lauren Quaintance -- Berlin, capital of Europe / Kapka Kassabova -- Britain & Ireland -- London : falling in love again / Michele Hewitson -- Dublin's fair city / Paul Rush -- Haunted by Edinburgh's past / Pamela Wade -- A tale of two cities / Joanna Wane -- New Zealand & Antarctica -- A quiet night out in Waitangi / John McCrystal -- Babes in the wood / Virginia Larson -- Wilderness coast / Gerard Hindmarsh -- Through the heartland / Keri Welham -- Waikato / Mark Scott -- The happy-go-lucky highway / John Woods -- Wide white land / Mike White -- D'Urville Island / Sue Farley -- The train / Steve Braunias -- Africa -- Relics / Mike Cartlidge -- African safari / Robin Charteris.700 12 …700 12 …700 12 … ???
Example: Derivative relationship: adaptation of work
130 0# $a Hobbit (Motion picture : 2012)
245 14 $a The Hobbit :$b an unexpected journey / $c directed by Peter Jackson.
700 1# $i Motion picture adaptation of (work): $a Tolkien, J. R. R.$q (John Ronald Reuel).$d 1892-1973.$t Hobbit.
48
Related expressions (RDA 26.1)
Common expression relationships• Whole-part
• Compilations of translations
• Derivative• Revisions • Translations• Arrangements
49
Recording related expressions
• Authorised access points• Relationship designators listed in RDA
J.3
• Descriptions• Structured
• Notes with ISBD elements• Linking fields
• Unstructured• General notes
50
Example 1: Whole-part expression
Authorized access points for the expressions:
100 1# $a Petterson, Per, $d 1952- $e author.245 10 $a Two Norwegian novels / $c Per
Petterson.505 0# $a Out stealing horses -- To Siberia.700 12 $i Contains (expression): $a Petterson,
Per, $d 1952- $t Ut og stjæle hester. $l English.
700 12 $i Contains (expression): $a Petterson, Per, $d 1952- $t Til Sibir. $l English.
740 02 $a Out stealing horses.740 02 $a To Siberia.
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Example 2: Derivative expression - translation
Authorized access point:
100 1# $a Brown, Dan, $d 1964- $e author.240 10 $a Digital fortress. $l French245 10 $a Forteresse digitale.700 1# $i Translation of: $a Brown, Dan, $d 1964- $t Digital fortress.
52
Example 3: Related expression - translation
Unstructured description in 500 field:
100 1# $a Brown, Dan, $d 1964- $e author.240 10 $a Digital fortress. $l French245 10 $a Forteresse digitale.500 ## $a Translation of the author’s novel
Digital fortress.
53
Related manifestations (RDA 27.1)
Common manifestation relationships• Equivalent
• Facsimiles and other reproductions• Different formats for same expression (e.g.,
book vs. CD-ROM; book vs. PDF)• Republications
• Accompanying• Book with CD etc.
54
Recording related manifestations
Structured or unstructured description:• Linking entry fields: 775 or 776
(relationship designators optional)• 5XX• Not by an authorized access point
Use relationship designators from RDA Appendix J.4 to indicate a specific relationship.
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Example: Reproduction
100 1# $a Ringwalt, J. Luther $q (John Luther),$e author.
245 10 $a Anecdotes of General Ulysses S. Grant.264 #1 $a Washington, D.C. : $b Library of
Congress Preservation Microfilming Program, $c 1993.
300 ## $a 1 microfilm reel (118 pages) ; $c 35 mm776 08 $i Reproduction of (manifestation): $a
Ringwalt, J. Luther (John Luther) $t Anecdotes of General Ulysses S. Grant $d Philadelphia : J.B. Lippincott Company, 1886 $h 118 p. ; 18 cm. $n Call number of original: E672.R58 $w (DLC) 10032685
Structured description including an identifier:
Examples: Related manifestations
776 08 $i Print version: $t Attack at Shark Bay $z 9781481188050
100 1#$a Nissenbaum, Gerald, $e author.
240 10 $a Sex, love and money 245 10 $a Divorce confidential :$b … 500 ## $a First published in the USA by
Penguin with the title Sex, love and money. 56
57
Related items (RDA 28.1)
Common item relationships• Equivalent
• Reproduction of a specific copy• Accompanying
• “Bound with”• Item added to copy of manifestation in a
special collection
Relationships that apply only to a single copy of the manifestation -- so, usually local information
58
Recording Related items
RDA 28.1
Structured or unstructured description:• Linking entry fields: 7XX• 5XX• Not by an authorized access point
Use relationship designators from RDA appendix J.5 in subfield $i of 7XX to indicate a precise relationship, or just use MARC tag to record general information
59
Examples: Related items
501 $a Bound with: ___________. $5 Nz
60
Summary
Related resources:• Works and Expressions:
• Whole part compilations• Derivative relationships
• Manifestations: • Reissues in different formats
• Items: • “Bound with”
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Group 2 relationships are recorded in authority records:
• Related persons (ch. 30)
• Related families (ch. 31)
• Related corporate bodies (ch. 32)
4. Relationships between persons, families, and corporate bodies
What’s really important
• Identify relationships for the resource you describe
• Determine which ones are important
• Work out how to record them using RDA instructions and MARC coding
Exercise
Top Related