FROM AACR 2 to RDA The purpose and

Overview Background Purpose FRBR Refresher RDA Structure Key differences from AACR 2

Background History in brief • Late 1990 s – future of AACR 2? •

Background Paris Principles (1961) ICP - International Cataloguing Principles (2009) ISBDs (from 1971 onwards)

Background FRBR family • Functional Requirements for Bibliographic Records – 1998 • Functional Requirements

World wide web of information Semantic web RDF Metadata standards Linked Data

Purpose Focus on user • Each section explicitly related to user tasks • Fewer

Purpose New way of thinking about data • Application of FRBR/FRAD • Format neutral

Purpose Content standard • “What” to record, not “how” • Independent of encoding schema

FRBR Refresher ENTITIES • Key “things” of interest to users 3 groups: Group 1

FRBR Refresher RELATIONSHIPS • The relationships that the entities have with other entities Resources

FRBR Refresher USER TASKS • What users need to do Resources • Find •

RDA Structure • Description – ISBD elements – classes of material – mode of

RDA Structure AACR 2 - Part I 1. General Rules for Description 2. Books,

RDA Structure Catalogue record Set of data elements Format-based Format neutral

RDA Structure AACR 2 RDA • Access –choice of access points –form of headings

RDA Structure Source: Adapted from AACR 2 versus RDA by Tom Delsey. May 29,

Attributes – Chapters 1 -17 • • Manifestations and items Works and expressions Persons,

Attributes – Chapters 1 -17 Screen image from the RDA Toolkit (www. rdatoolkit. org)

Screen image from the RDA Toolkit (www. rdatoolkit. org) used by permission of the

NEW! Screen image from the RDA Toolkit (www. rdatoolkit. org) used by permission of

Relationships – Chapters 18 -32 • Between work, expression, manifestation and item – Primary

Appendices • Capitalisation, abbreviation, initial articles, titles of nobility, dates, etc. NEW • Mappings

Appendices – Relationship designators NEW Controlled terms to indicate the type of relationship: •

Appendices – Relationship designators NEW 100 1 $a. Keneally, Thomas, $d 1935 - $e

Key differences from AACR 2 What’s the same? • AACR 2 instructions – Including

Key differences from AACR 2 [Photos from http: //www. allsaintsainslie. org. au/ and Google

Key differences from AACR 2 What’s different? • Print based vs. Online interactive tool.

Web-based interactive tool http: //access. rdatoolkit. org/ Screen image from the RDA Toolkit (www.

Web-based interactive tool • Fully interactive – – – FULL Searching capabilities Linking between

Levels of description AACR 2 - levels of description RDA - core elements –

Categorisation of resources General Material Designation electronic resource microform sound recording videorecording filmstrip motion

Categorisation of resources CARRIER TYPE Audio carriers audio cartridge audio cylinder audio disc audio

Categorisation of resources Source: RDA: Resource description and access (© 2010– American Library Association,

Categorisation of resources Source: Changes from AACR 2 to RDA: A comparison of examples

Main entry and authorised access points Main entry (Card catalogue) Primary access point (Online

Main entry and authorised access points Identifying and constructing the authorised access point: •

Recording/Transcribing data Representation (International Cataloguing Principles) descriptions and controlled forms of names should be

Recording/Transcribing data Source: Changes from AACR 2 to RDA: A comparison of examples /

Example records 020 $a 8190366157 040 ## $a NRC $c NRC $e rda 245

Example records 022 ## $a 0317 -6878 041 0# $a eng $a fre 210

Example records 100 1_ |a Sesser, Janet R. 370 __ |c U. S. |f

Example records 110 1_ |a Wisconsin. |b Dept. of Transportation 410 1_ |a Wisconsin.

Policy Library of Congress Policy Statements (LCPS) • Non-Core elements • Options and Alternatives

Acknowledgments • Parts of this presentation have been copied from presentations by Catherine Argus,

Sources ACOC Website http: //www. nla. gov. au/lis/stndrds/grps/acoc/rda. html

Slides: 70

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FROM AACR 2 to RDA The purpose and structure of RDA This work is licensed under the Creative Commons Attribution 3. 0 Australia License http: //creativecommons. org/licenses/by/3. 0/au/

Overview Background Purpose FRBR Refresher RDA Structure Key differences from AACR 2

Background

Background History in brief • Late 1990 s – future of AACR 2? • 2004 – AACR 3 draft • 2005 – Decision to develop RDA • 2010 – RDA published.

Background Paris Principles (1961) ICP - International Cataloguing Principles (2009) ISBDs (from 1971 onwards) – Format specific Single format neutral ISBD (2009)

Background FRBR family • Functional Requirements for Bibliographic Records – 1998 • Functional Requirements for Authority Data – 2009 • FRSAD – Functional Requirements for Subject Authority Data – 2010

World wide web of information Semantic web RDF Metadata standards Linked Data

Purpose

Purpose Focus on user • Each section explicitly related to user tasks • Fewer abbreviations and omissions • No limitations on number of access points

Purpose New way of thinking about data • Application of FRBR/FRAD • Format neutral • More cataloguer’s judgement

Purpose Content standard • “What” to record, not “how” • Independent of encoding schema • Adaptable and sharable in a digital world

FRBR Refresher

FRBR Refresher ENTITIES • Key “things” of interest to users 3 groups: Group 1 (Resources) - Work, Expression, Manifestation, Item Group 2 (Agents) - People, families, corporate bodies Group 3 (Subjects) - Concepts, objects, events, places

FRBR Refresher RELATIONSHIPS • The relationships that the entities have with other entities Resources Agents, subjects Agents Subjects Other resources Other agents/subjects

FRBR Refresher USER TASKS • What users need to do Resources • Find • Identify • Select • Obtain Other entities • Find • Identify • Contextualise (RDA: Clarify) • Justify (RDA: Understand)

RDA Structure

RDA Structure • Description – ISBD elements – classes of material – mode of issuance – type of description • Access – choice of access points – form of headings – references Source: Adapted from AACR 2 versus RDA by Tom Delsey. May 29, 2009

RDA Structure AACR 2 - Part I 1. General Rules for Description 2. Books, Pamphlets, and Printed Sheets 3. Cartographic Materials 4. Manuscripts 5. Music 6. Sound Recordings 7. Motion Pictures and Videorecordings 8. Graphic Materials 9. Electronic Resources 10. Three-Dimensional Artefacts and Realia 11. Microforms 12. Continuing Resources 13. Analysis Source: Adapted from AACR 2 versus RDA by Tom Delsey. May 29, 2009

RDA Structure AACR 2 - Part I 1. General Rules for Description 2. Books, Pamphlets, and Printed Sheets 3. Cartographic Materials 4. Manuscripts 5. Music 6. Sound Recordings Online 7. Motion Pictures and Videorecordings 8. Graphic Materials 9. Electronic Resources 10. Three-Dimensional Artefacts and Realia 11. Microforms 12. Continuing Resources 13. Analysis

RDA Structure Catalogue record Set of data elements Format-based Format neutral

RDA Structure AACR 2 RDA • Access –choice of access points –form of headings –References • Access –FRBR relationships –attributes of FRAD entities –FRAD relationships –subject relationships* • Description –ISBD elements –classes of material –mode of issuance –type of description • Description –attributes of FRBR entities –types of content and carrier –mode of issuance –type of description Source: Adapted from AACR 2 versus RDA by Tom Delsey. May 29, 2009

RDA Structure Source: Adapted from AACR 2 versus RDA by Tom Delsey. May 29, 2009

Attributes – Chapters 1 -17 • • Manifestations and items Works and expressions Persons, families and corporate bodies Places, objects, concepts, events. Future

Attributes – Chapters 1 -17 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)

Attributes – Chapters 1 -17 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)

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)

NEW! 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)

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)

Relationships – Chapters 18 -32 • Between work, expression, manifestation and item – Primary relationships (Uniform title) – Other relationships (related works) • • To Persons, families and corporate bodies To Places, objects, concepts, events. Future Between persons, families, corporate bodies, Between subjects. Future

Appendices • Capitalisation, abbreviation, initial articles, titles of nobility, dates, etc. NEW • Mappings between MARC, ISBD, RDA • Relationship designators

Appendices – Relationship designators NEW Controlled terms to indicate the type of relationship: • Between a resource and Group 2 entities e. g. author, illustrator • Between resources (Group 1 entities) e. g. translation of, adaptation of, sequel to • Between Group 2 entities e. g. Alternate identity (pseudonyms), predecessor • Subject relationships [Source: Adapted from RDA Draft / a presentation by Chris Todd, Janess Stewart and Charlotte Stretton, March 2, 2009]

Appendices – Relationship designators NEW 100 1 $a. Keneally, Thomas, $d 1935 - $e author 245 1 0 $a. Schindler's ark /$c. Thomas Keneally. 700 1 # $a Mc. Grath, Douglas, $e film director, $e screenwriter.

Key differences from AACR 2

Key differences from AACR 2 What’s the same? • AACR 2 instructions – Including Options and Alternatives • Most of us will still use MARC 21 • Will still fit into ISBD record structure

Key differences from AACR 2 [Photos from http: //www. allsaintsainslie. org. au/ and Google images]

Key differences from AACR 2 What’s different? • Print based vs. Online interactive tool. • Levels of description vs. Core elements • GMD vs. Content, Carrier and Media type • Main entry vs. authorised access points for works. • Examples showing changes in transcription and recording of data

Web-based interactive tool http: //access. rdatoolkit. org/ 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)

Web-based interactive tool • Fully interactive – – – FULL Searching capabilities Linking between sections Mapping tools Links to policy statements (eg LC Policy Statements) Bookmarking and workflow creation features Potential to link with your cataloguing client. • Not intended to be read as a linear document – Dip into at the point of need – Customised views http: //www. rdatoolkit. org/training

Levels of description AACR 2 - levels of description RDA - core elements – Section 1 • title Eg First level • • • title proper first statement of responsibility edition statement material specific details first publisher, etc. date of publication, etc. extent of item notes standard number • • • Statement of responsibility Edition numbering of serials Production, publication, distribution and manufacture statements Copyright date (if no other date available) Series statement identifier for the manifestation carrier type extent Source: Adapted from AACR 2 vs. RDA by Tom Delsey given at From rules to entities: cataloguing with RDA (Preconference of the Canadian Library Association Conference, May 29, 2009)

Categorisation of resources General Material Designation electronic resource microform sound recording videorecording filmstrip motion picture slide transparency Media Type audio computer microform video Carrier type film reel filmstrip overhead transparency slide Content Type cartographic material music text cartographic. . . notated music text. . . and more! Source: Adapted from AACR 2 vs. RDA by Tom Delsey given at From rules to entities: cataloguing with RDA (Preconference of the Canadian Library Association Conference, May 29, 2009)

Categorisation of resources CARRIER TYPE Audio carriers audio cartridge audio cylinder audio disc audio roll audiocassette audiotape reel sound-track reel Computer carriers computer card computer chip cartridge computer disc cartridge computer tape cassette computer tape reel online resource Microform carriers aperture card microfiche cassette microfilm cartridge microfilm cassette microfilm reel microfilm roll microfilm slip microopaque Microscopic carriers microscope slide Video carriers video cartridge videocassette videodisc videotape reel Stereographic carriers stereograph card stereograph disc Projected image carriers film cartridge film cassette film reel film roll filmslip filmstrip cartridge overhead transparency slide Unmediated carriers card flipchart object roll sheet volume

Categorisation of resources Source: RDA: Resource description and access (© 2010– American Library Association, Canadian Library Association, and CILIP: Chartered Institute of Library and Information Professionals)

Categorisation of resources Source: Changes from AACR 2 to RDA: A comparison of examples / Adam L. Schiff

Main entry and authorised access points Main entry (Card catalogue) Primary access point (Online catalogue) Authorised access point for the WORK (RDA and FRBR)

Main entry and authorised access points Identifying and constructing the authorised access point: • Chapter 6 - Identifying works and expressions, • Chapter 17 - Recording Primary relationships Access points for Creators • Chapter 19 - Persons, families and corporate bodies associated with a work.

Recording/Transcribing data Representation (International Cataloguing Principles) descriptions and controlled forms of names should be based on the way the entity describes itself. Therefore, discourages – Use of abbreviations – Omission of relevant information – Adding information – Changing information

Recording/Transcribing data Source: Changes from AACR 2 to RDA: A comparison of examples / Adam L. Schiff

Example records

Example records 020 $a 8190366157 040 ## $a NRC $c NRC $e rda 245 00 $a Food security in India : $b challenges of 21 th century / $c Dr. Anshu. 246 3# $i Title on cover: $a Food security in India : challenges of 21 st century 250 ## $a First edition. 260 ## $a [Place of publication not identified] : $b [publisher not identified], $c 2009 $e (Patna, Bihar : $f Kalakriti Offset) 300 ## $a vi, 246 pages : $b illustrations, map ; $c 23 cm 336 ## $a text $2 rdacontent 336 ## $a cartographic image $2 rdacontent 337 ## $a unmediated $2 rdamedia 338 ## $a volume $2 rdacarrier 504 ## $a Includes bibliographical references. 700 0# $a Anshu $c (Professor), $e editor of compilation. Source: Adapted from an example record found at: https: //staff. lib. ncsu. edu/confluence/display/MNC/RDA+Test

Example records 022 ## $a 0317 -6878 041 0# $a eng $a fre 210 0# $a CA mag. $b (Tor. ) 222 #0 $a CA magazine $b (Toronto) 245 00 $a CA magazine. 260 ## $a Toronto, Ontario ; $a Montreal, Quebec : $b Canadian Institute of Chartered Accountants, $c 1974300 ## $a volumes : $b illustrations (chiefly colour), portraits ; $c 29 cm. 310 ## $a 10 times a year (with combined issues in January/February and June/July), $b 1990 s? 321 ## $a Monthly, $b January 1974 -1990 s? 336 ## $a text $2 rdacontent 337 ## $a unmediated $2 rdamedia 338 ## $a volume $a rdacarrier 362 0# $a Volume 104, no. 1 (January 1974)530 ## $a Also available in microfilm and microfiche format. 546 ## $a In English; includes some text in French. Source: http: //www. rda-jsc. org/docs/6 JSC_RDA_Complete_Examples_%28 Bibliographic%29_revised. pdf

Policy Library of Congress Policy Statements (LCPS) • Non-Core elements • Options and Alternatives • Other areas National Library • Agreement with LC and other national libraries • Any additional required policies Libraries Australia • Minimum required data elements

Acknowledgments • Parts of this presentation have been copied from presentations by Catherine Argus, Tom Delsey, Adam Schiff, Chris Todd, Janess Stewart and Charlotte Stretton. • Some other information has been copied from the North Carolina State University RDA Test website. • Chris Oliver’s book, Introducing RDA : a guide to the basics (London, Facet Publishing, 2010) has also been a valuable source of information. • Screen images 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) 69

Sources ACOC Website http: //www. nla. gov. au/lis/stndrds/grps/acoc/rda. html