Robert L Maxwell robertmaxwellbyuedu Proctors Janet Bradford Valerie Buck Janice Bunker Greg Reeve Dale Swensen Utah Library Association Preconference Workshop 15 May 2019 Cataloging with RDA 2 Whats new ULA 15 May 2019 ID: 816681
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Cataloging with RDAWhat’s new?
Robert L. Maxwellrobert_maxwell@byu.eduProctors: Janet Bradford, Valerie Buck, Janice Bunker, Greg Reeve, Dale SwensenUtah Library Association Preconference Workshop15 May 2019
Cataloging with RDA 2 - What's new? - ULA, 15 May 2019
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Slide2Manifestation statements
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Cataloging with RDA 2 - What's new? - ULA, 15 May 2019
Slide3Manifestation statements
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Slide4Manifestation statements
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Slide5Manifestation statements
Basic transcription:Manifestation title and responsibility statementTerry Pratchett WYRd SiStErS A Novel of Discworld®
Manifestation publication statementHARPER An Imprint of HarperCollinsPublishers
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Slide6Recording methods
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Slide7Recording methods
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Slide8Recording methods
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Unstructured description:
Terry Pratchett
Slide9Recording methods
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Structured description for Pratchett:
Pratchett, Terry
(using RDA string encoding scheme)
Slide10Recording methods
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Identifiers for Pratchett :
n 81047837 (
lccn
, from NAF)
76382712 (VIAF ID)
Slide11Recording methods
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IRIs for Pratchett:
http://id.loc.gov/authorities/names/n81047837
(id.loc.gov)
http://viaf.org/viaf/76382712
(VIAF ID)
Slide12Recording methods
When we get to some “real” cataloging later today you can use any of the four recording methods appropriate to the element you are recording:Unstructured descriptionStructured descriptionIdentifierIRI
Note, however, that the last three, if available, are better for machine processing.
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Slide13Vocabulary Encoding Schemes
Vocabulary Encoding Scheme = “VES”A new term for an old conceptMeans a controlled value for an elementSome are within RDAResources tabRelevant element chaptersOthers come from elsewhereCodes from an ISO list (e.g. ISO country codes)Authority control system terms, codes, etc.Entries from other standardized lists (e.g. MARC language codes)
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Slide14Vocabulary Encoding Schemes
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Slide15Vocabulary Encoding Schemes
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Slide16Vocabulary Encoding Schemes
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Slide17Vocabulary Encoding Schemes
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Slide18Representative expressionsNew concept taken from LRM
LRM follows the WEMI model of separate descriptions forWorkExpressionManifestationItemEach of these entities has a separate and mutually-exclusive set of attributes (called elements in RDA)Cataloging with RDA 2 - What's new? - ULA, 15 May 2019
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Slide19RDA Elements (2020 text)Work
Category of workCoordinates of cartographic contentCoverage of contentDate of workDissertation or thesis informationDeclinationEpochEquinoxExtension planFrequency
History of workIdentifier for workISSNKey title
Nature of content
Note on metadata work
Note on work
Numbering of part
Numeric designation of musical work
Other distinguishing characteristic of work
Place of origin of work
Recording source
Scope of validity
Source consulted
System of organization
Title of work
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Slide20RDA Elements (2020 text)Expression
Accessibility contentAspect ratioAwardCapture informationCategory of expressionColour contentContent typeDate of expressionDesignation of version
Details of … elements and subelementsDurationExtent of expression
Form of notation
Format of notated music
Identifier for expression
Illustrative content
Intended audience of expression
Interactivity mode
Key of expression
Language of content
Language of expression
Medium of performance of choreographic content
Medium of performance of musical content
Note on expression
Other distinguishing characteristic of expression
Projection of cartographic content
Scale
Sound content
Summarization of content
Supplementary content
Title of expression
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Slide21Representative expressionEntity-relationship principles require strict boundaries between the entities in terms of the attributes that can be used to describe them
But people don’t necessarily think of the bibliographical universe in these termsIn particular, database users often associate attributes of expression with worksCataloging with RDA 2 - What's new? - ULA, 15 May 2019
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Slide22Representative expressionFor example, many think of the work
Alice’s adventures in in Wonderland asA novelWork element: category of workA textExpression element: content type
In English
Expression element: language of expression
For children
Expression element (in 2020 RDA): Intended audience of expression
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Slide23Representative expression
Under current RDA it is inappropriate to include language or content type in a description (a.k.a. authority record) for a work and under the 2020 text it will be inappropriate to record intended audience because none of these is (or will be) an element that can be used to describe a work entity:046 __ ǂk 1865 ǂ2
edtf100 1_ Carroll, Lewis, ǂd 1832-1898.
ǂt
Alice's adventures in Wonderland
336 __ text ǂ2
rdacontent
377 __
eng
380 __ Novels
ǂa
Fantasy fiction
ǂa
Nonsense fiction ǂ2
lcgft
385 __ Children ǂ2
lcdgt
400 1_ Carroll, Lewis,
ǂd
1832-1898.
ǂt
Alice in Wonderland
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Slide24Representative expression
Catalogers clearly want to record this type of information in descriptions of works and they’re not wrong to want to. From the current NAF:046 __ ǂk 1891 ǂ2 edtf100 1_ Verlaine, Paul, ǂd 1844-1896. ǂt
Romances sans paroles377 __ fre
380 __ Poetry ǂ2
lcdgt
***
100 1_
Ralphson
, G. Harvey
ǂq
(George Harvey),
ǂd
1879-1940.
ǂt
Boy Scouts in an airship
377 __
eng
380 __ Action and adventure fiction
ǂa
Novels ǂ2
lcgft
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Slide25Representative expressionNew concept introduced with LRM
An attribute of work called representative expression attribute:“An attribute which is deemed essential in characterizing the work and whose values are taken from a representative or canonical expression of the work”
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Slide26Representative expression
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Slide27Representative expression
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Slide28Representative expression
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Slide29Treatment of aggregates
A manifestation that embodies two or more expressionsMay be expressions of one or more worksThree types of aggregate manifestationsCollection aggregateA manifestation that embodies two or more independent works [e.g. a collection of poetry]Augmentation aggregateA manifestation that embodies two or more works where one is supplemented by the other(s) [e.g. a text with illustrations]
Parallel aggregateA manifestation that embodies two or more expressions of a single work [e.g. a text with parallel translation]
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Slide30Treatment of aggregatesAggregating work
A plan to select and arrange two or more expressions and embody them in a single manifestation“An aggregating work is realized by one and only one aggregating expression”Informally called the “WE lock”—an aggregating work can have only one expressionThe aggregating expression might have more than one manifestation, except …
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Slide31Diachronic works, which are usually aggregates
Two kinds of works in RDA: static and diachronicA diachronic work is “A work that is planned to be embodied over time, rather than as a single ‘act of publication’ … the content of the work changes over time.”The plan for change of content is called “extension of content” in RDAaccumulation = addition of content in discrete unitsreplacement = new content integrated with or replacing existing content
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Slide32Diachronic worksNew element for the work entity: Extension plan
Describes the intended method for extending the contentThree basic categories:Extension requirementExtension modeExtension terminationCataloging with RDA 2 - What's new? - ULA, 15 May 2019
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Slide33Diachronic worksExtension plan
Extension requirementpossible valuesnot applicable this means the work is a static work, not a diachronic workessential extension is required to sustain the integrity of the workif the extension plan is not completed, the work loses integrityexample: a multipart monograph issued over timeinessential
extension is not required to sustain the integrity of the workif the extension plan terminates, the previous iterations retain integrityexample: a serial
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Slide34Diachronic worksExtension plan
Extension modepossible valuesintegrationthe content is extended by replacement or integrationexamples: a database ; a loose-leaf servicesuccessionthe content is extended by accumulationexample: a print serial
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Slide35Diachronic worksExtension plan
Extension terminationpossible valuesdeterminatehas a pre-determined end for the extension of the contentexample: a dictionary issued over timeindeterminatedoes not have a predetermined end for the extension of the contentexample: a print serial
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Slide36Diachronic worksSo what?
Here’s the important change:A diachronic work is realized by one and only one expression and embodied by one and only one manifestationThis is being referred to as the “WEM lock”Result:A diachronic work that changes (e.g. is issued both in print and online; or is translated into a different language) is considered in the 2020 RDA to be a new work, not a new expression as in current RDAImplications for number of records; authorized access points, etc.
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Slide37Features of the element pages
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Slide38Features of the element pages Definition and scope
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Slide39Features of the element pagesElement reference
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Slide40Features of the element pagesElement reference
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Slide41Features of the element pagesElement reference
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Slide42Features of the element pages
Element reference
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Slide43Short excursus on linked dataRDF
Linked data is a term used to describe a widely-used framework that links data from different data sources on the Web. This framework is called Resource Description Framework or RDF.RDF is usually written in XML, and is designed to be understood by computers. It is not designed to be displayed to people. But:RDF triples are a translation of the XML that is comprehensible to humans. Linked data consists of a series of triples, many of which may be needed to fully describe a particular entity.
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Slide44Short excursus on linked dataRDF Triples
An RDF triple is a statement about a particular element in the description of an entity.It follows a quasi-English-language syntaxSubject => Predicate => ObjectThe person => Has a name => JohnCataloging with RDA 2 - What's new? - ULA, 15 May 2019
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Slide45Short excursus on linked data
RDF Triples and RDA
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Subject (the Domain) => Predicate (the Element) => Object (the Range)
Person (an RDA entity) => has date of birth => Timespan (an RDA entity)
Terry Pratchett => has date of birth => April 28, 1948
Slide46Short excursus on linked dataRDF Triples and RDA Recording methods
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Subject (the Domain) => Predicate (the Element)
=>
Object (the Range)
Person (an RDA entity) => has date of birth => Timespan (an RDA entity)
Unstructured
Terry Pratchett => has date of birth => April 28, 1948 [literal]
Structured
Pratchett, Terry => has date of birth => 1948-04-28 [literal using EDTF format]
Identifier
n 81047837 => rdaa:P50121 => April 28, 1948 [literal]
IRI
http://id.loc.gov/ http://www.rdaregistry.info
authorities/names/ => /Elements/a/#P50121 = > April 28, 1948 [literal]
n81047837.html
Slide47Short excursus on linked dataMetadata description sets
New vocabulary for what we have in the past called “records”, e.g., “authority records for persons”, etc.RDA Glossary definition: One or more metadata statements that describe and relate individual instances of one or more RDA entities.A.k.a. a set of RDF triples that when combined describe an entityExamples in the Toolkit labeled “View in Context Example” are metadata description sets
There is an example under “biographical information” element
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Slide48Short excursus on linked dataMetadata description sets
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Slide49Short excursus on linked dataMetadata description sets
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Slide50Short excursus on linked dataMetadata description sets
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Another possible element:
has authorized access point for person –
Stöcker
, Helene, 1869-1943
Slide51Features of the element pagesPrerecording
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Slide52Features of the element pagesRecording
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Slide53Features of the element pages
Recording53
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Slide54Features of the element pages
Related elementsCataloging with RDA 2 - What's new? - ULA, 15 May 2019
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Slide55Data provenance
Data provenanceAnother new term for an old conceptWhere did the information you recorded as a data value come from?Information from reference sourcesAlso, information about who created the “metadata work”Allows for evaluation of the reliability of the data
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Slide56Data provenance
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Slide57Data provenance
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Slide58Metadata work
New concepts:Metadata work A work that is a metadata statement or a metadata description set.Metadata statement A piece of metadata that assigns a value to an RDA element that describes an individual instance of an RDA entity.
Metadata description set One or more metadata statements that describe and relate individual instances of one or more RDA entities.
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Slide59Metadata work
Metadata statement A piece of metadata that assigns a value to an RDA element that describes an individual instance of an RDA entity.This is a metadata statement
: Terry Pratchett => has date of birth => April 28, 1948
“April 28, 1948” is a
value
that has been assigned to this
piece of metadata
(an RDF triple) that
describes an individual instance
of an RDA entity (Terry Pratchett, an instance of the Person entity)
This metadata statement, alone, is a
metadata work
.
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Slide60Metadata work
Metadata description set One or more metadata statements that describe and relate individual instances of one or more RDA entities.This is a
metadata description setTerry Pratchett => has date of birth => April 28, 1948
Terry Pratchett => has place of birth => Beaconsfield (England)
Terry Pratchett => has date of death => March 12, 2015
Terry Pratchett => has field of activity of person => Humorous fiction
Terry Pratchett => has profession or occupation => Author
Terry Pratchett => is author person of =>
Wyrd
sisters
This
metadata description set
describes an individual instance of an RDA entity (Terry Pratchett, a Person entity) and relates him to another RDA entity (the novel
Wyrd
sisters
)
This
metadata description set
is a
metadata work
composed of individual
metadata statements
which themselves are metadata works.
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Slide61Metadata work and Data provenance
Metadata workA work that is a metadata statement or a metadata description set.As a work, a metadata work can have any of the elements of any other work, and these elements can be recorded—this is data provenance
.A creator (e.g. the cataloger who composed the metadata statement or description set)A date of work (when the metadata were created)
A language and script of description
A timespan for its validity
Etc.
Data provenance
can be recorded for individual metadata statements or for an entire metadata description set, or both.
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Slide62And now for something completely new
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Slide63And now for something completely new
Cataloging with RDA 2 - What's new? - ULA, 15 May 201963Two brand-new entitiesNomen
Timespan
Slide64Nomen
Definition: A designation that refers to an RDA entity. Nomen is an entity, not a relationship, but that entity has associations (i.e. relationships) with all other RDA entities.A nomen is identified by its nomen stringAny entity referred to in an RDA context is named through at least one nomen
.
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Slide65Nomen
Descriptive elements for nomenCategory of nomenContext of useIntended audience of nomenLanguage of nomenNomen
stringNote on nomenReference source
Scheme of
nomen
Script of
nomen
Status of identification
Undifferentiated name indicator
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Slide66NomenExample metadata description sets
Nomenhas nomen string War and peace
has category of nomen Preferred title [in LC Children’s subject heading list]
has language of
nomen
English
has intended audience
Children
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Nomen
has
nomen
string
Voĭna
i
mir
has category of
nomen
Preferred title [in LC/NACO AF]
has language of
nomen
Russian
has script of
nomen
Latin
Nomen
has
nomen
string
Война и мир
has category of
nomen
Variant title
has language of
nomen
Russian
has script of
nomen
Cyrillic
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Slide67Appellation elements
Relationship elements that link a nomen to an entity identified by its nomen string are called Appellation elements in RDA. The names of the broadest of these elements are formed “Appellation of [entity]”Narrower elements:
Access point for [entity]
Authorized access point for [entity]
Identifier for [entity]
Name of [entity]
Preferred name of [entity]
Preferred title of [entity]
Title of [entity]
Variant access point for [entity]
Variant name of [entity]
Variant title of [entity]
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Slide68Metadata Description Set Example
Personhas preferred name of person Judy Garlandhas date of birth 1922-06-10
has date of death 1969-06-22 has variant name of person
Frances Ethel
Gumm
has authorized access point
Garland, Judy
for person
has variant access point
Gumm
, Frances Ethel
for person
Appellation elements
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Slide69Nomen and appellation
No current plans to implement the nomen entity as such in our cataloging, butThe appellation elements are being used both in bibliographic and authority recordsNomen recorded as a separate entity could be useful in the futurecould allow us to create customized displays based on audience, e.g.Prefer to display and index nomens meant for children
Prefer to display and index nomens in a particular script (Hebrew, Greek, etc.)
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Slide70Timespan
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Slide71Timespan
A temporal extent having a beginning, an end and a durationCan be any lengthAn instant of time – the stroke of midnight on December 31A long period – The mesozoic eraDescribed by recording a metadata description setCataloging with RDA 2 - What's new? - ULA, 15 May 2019
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Slide72TimespanSome elements for timespan
beginningcategory of timespanendingname of timespannote on timespanCataloging with RDA 2 - What's new? - ULA, 15 May 2019
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Slide73Timespan as a range of an element
The domain of this element is person, meaning it can be used to describe a personThe range of this element is timespan, meaning it can only be related to an instance of the timespan entityCataloging with RDA 2 - What's new? - ULA, 15 May 201973
Slide74Metadata Description Set Cluster
Personhas preferred name of person Judy Garlandhas date of birth 1922-06-10
has date of death 1969-06-22
has variant name of person
Frances Ethel
Gumm
has authorized access point
Garland, Judy
for person
has variant access point
Gumm
, Frances Ethel
for person
Timespan
has name of timespan
1922-06-10
has category of timespan
day
Timespan
has name of timespan
1969-06-22
has category of timespan
day
has date of birth
has date of death
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Slide75TimespanNo current plans to implement the timespan entity as such in our cataloging,
butRDA conceives of it as a separate entity with relationships to other entitiesWe already do record timespan in subject catalogingCataloging with RDA 2 - What's new? - ULA, 15 May 201975
Slide76TimespanTimespan used in LCSH
Japan—History—Tokugawa period, 1600-1868RDA place entity RDA timespan entity Nineteenth century
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Slide77TimespanTimespan recorded as a separate entity could be useful in the future
could allow us to specify information about the timespan that we can’t nowcould allow us to group or limit by timespanCataloging with RDA 2 - What's new? - ULA, 15 May 201977
Slide78Timespan
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Slide79Timespan
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