RDA and Cartographic Materials Mapping a New Route

RDA and Cartographic Materials: Mapping a New Route 1

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3 INTRODUCTION Hosted by ALCTS The Association for Library Collections and Technical Services

4 YOUR PRESENTOR: At Rest… At play…

5 EXPECTATIONS q You: you have experience with AACR 2 and with creating some records for maps, etc. q We’re all still in a learning mode when it comes to RDA and its principles q A lengthy learning curve… q At the descriptive level, the changes for cartographic materials are not that huge q I’m not close to being “expert” yet … but I’m trying! Hosted by ALCTS, The Association for Library Collections and Technical Services

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7 ROAD MAP TO THIS PRESENTATION q RDA Section 1 “Recording Attributes of Manifestation and Item” Ø chapters 1, 2, and 3 q RDA Section 2 “Recording Attributes of Work and Expression” Ø chapters 6 and 7 q Appendices B and D Hosted by ALCTS, The Association for Library Collections and Technical Services

8 ROAD MAP…cont’d q Some RDA Background q New Concepts q New Terminology q Changes That Apply to All Materials q Cartographic Materials-Specific Changes Hosted by ALCTS, The Association for Library Collections and Technical Services

9 RDA Background q Why RDA? – focus on digital information Ø q Support the User (and those of us who support our users) Ø q Flexible and Extensible Four “user tasks” All about Relationships – Describing Entities Ø Helps in process to “find”, “identify”, “clarify”, and “understand” Hosted by ALCTS, The Association for Library Collections and Technical Services

10 NEW CONCEPTS

11 NEW CONCEPTS: “Take What You See” q Principle of Representation or “Take What You See” Ø Simplifies the cataloging process Ø Impact on abbreviations, inaccuracies Ø Important in that it allows for data reuse Ø Ø Streamlines workflows Helps make our records more internationally useable …remember “take what you see” Hosted by ALCTS, The Association for Library Collections and Technical Services

12 NEW CONCEPTS: “Core” and “Core if” q See RDA Instruction 1. 3 “Core Elements” q LC RDA Core Elements for the RDA Test (combination of RDA “Core” and RDA “Core if” elements plus additional elements): http: //www. loc. gov/catdir/cpso/RDAtest/training 2 word 7. doc and also … RDA Core Elements and FRBR User Tasks http: //www. rda-jsc. org/docs/5 chair 15. pdf Hosted by ALCTS, The Association for Library Collections and Technical Services

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14 LEARNING A NEW LANGUAGE: SOME RDA TERMINOLOGY ACCESS POINT (0. 7) ≈ “Heading” CREATOR (RDA glossary) = a person, family, or corporate body responsible for the creation of a work, e. g. , a cartographer CARRIER (Chapter 3) = Physical medium for storage of information LCPS = Library of Congress Policy Statements (similar to Library of Congress Rule Interpretations in AACR 2; look for the “LCPS” logo or under the “Resources” tab in the RDA Toolkit to access these) …and “Mode of Issuance” (see Instruction 1. 1) Hosted by ALCTS, The Association for Library Collections and Technical Services

15 FRBR, FRAD, etc.

16 FRBR, FRAD, etc. : All About Relationships q RDA based on models such as FRBR and FRAD q Entity-relationship models q Relationships between entities, and between it and the user’s tasks q Out of 10 Sections in RDA, 6 devoted to recording relationships Hosted by ALCTS, The Association for Library Collections and Technical Services

17 FRBR GROUP 1 ENTITIES: A Model of Relationships WORKS: “a distinct intellectual or artistic creation” EXPRESSIONS: “the intellectual or artistic realization of a work in the form of…” MANIFESTATIONS: “the physical embodiment of an expression of a work” ITEM: “a single exemplar of a manifestation” *I refer to them as WEMI’s… Hosted by ALCTS, The Association for Library Collections and Technical Services

18 CHANGES TO RECORDS ACROSS ALL FORMATS

19 CHANGES TO RECORDS ACROSS ALL FORMATS… q “RULE of THREE” q ABBREVIATIONS q NEW 33 X FIELDS q RELATIONSHIP DESIGNATORS q PUNCTUATION CONVENTIONS Hosted by ALCTS, The Association for Library Collections and Technical Services

20 Rule of Three q Under AACR 2, rule 1. 1 F 5 forced us to use “… [et al. ]” whenever more than three persons or bodies were responsible; this also carried over into other aspects of descriptive cataloging q Under RDA 2. 4. 1. 5 this constraint is gone in favor of showing all relationships…for example: AACR 2: Ø Bibliographie du department “Urbanisation et socio-systèmes urbains” 1982 -1987 / comité de redaction, L. Bourgeois … [et al. ]. RDA: Ø Bibliographie du department “Urbanisation et socio-systèmes urbains” 1982 -1987 / comité de redaction, L. Bourgeois, J. P. Duchemin, E. Le Bris, A. Sinou. Hosted by ALCTS, The Association for Library Collections and Technical Services

21 Rule of Three…mixed responsibility AACR 2: Autobiography of Mark Twain. Volume 1 [electronic resource] / Harriet Elinor Smith, editor ; associate editors, Benjamin Griffin. . . [et al. ]. RDA: Autobiography of Mark Twain. Volume 1 / Harriet Elinor Smith, editor ; associate editors, Benjamin Griffin, Victor Fischer, Michael B. Frank, Sharon K. Goetz, Leslie Myrick. Hosted by ALCTS, The Association for Library Collections and Technical Services

22 Rule of Three…where things go (1 XX) Ø Authorized access point: Smith, Harriet Elinor. (7 XX) Ø Added author: Griffin, Benjamin, 1968 - Ø Added author: Fischer, Victor. Ø Added author: Frank, Michael B. Ø Added author: Goetz, Sharon K. Ø Added author: Myrick, Leslie Diane. Hosted by ALCTS, The Association for Library Collections and Technical Services

23 Rule of Three…map example AACR 2: The Roman Empire around 200 CE / ǂc compiled by Richard Talbert … [et al. ], with assistance from Cary Barber … [et al. ]. RDA: The Roman Empire around 200 CE / ǂc compiled by Richard Talbert, Elizabeth Robinson and Ross Twele, with assistance from Cary Barber, Byron Boots and Brian Turner. Ø Ø Ø Authorized access point: Talbert, Richard J. A. , 1947 Added author: Robinson, Elizabeth. Added author: Twele, Ross. Added author: Barber, Cary. Added author: Boots, Byron. Added author: Turner, Brian.

24 Abbreviations

25 Abbreviations: no more “S. l. ” and “s. n. ” Fewer abbreviations (no more Latin abbreviations) [S. l. ] : Orstom. . . (AACR 2) [Place of publication not identified] : Orstom. . . (RDA) [S. l. : s. n. , … (AACR 2) [Place of publication not identified] : [publisher not identified], … ↑ (RDA) Ø See Instruction 2. 2. 4 for when and where to use square brackets, along with the LCPS given with the Instruction Hosted by ALCTS, The Association for Library Collections and Technical Services

26 Abbreviations…cont’d Abbreviations in other contexts q Transcribed elements (see B. 4) q Appendix B (see B. 7 – B. 11 for acceptable abbreviations) …. more on this in a bit Hosted by ALCTS, The Association for Library Collections and Technical Services

27 New 33 X fields q q Directly related to extensible framework Gives greater detail than data found in physical description Controlled vocabulary Repeatable fields MARC Tag Name. RDA Instruction 336 Content Type 6. 9 (Core) 337 Media Type 3. 2 338 Carrier Type 3. 3 (Core) Hosted by ALCTS, The Association for Library Collections and Technical Services

28 336: Content Type Ø Ø From: http: //www. loc. gov/marc/RDAin. MARC 29 -9 -12 -11. html The source code for this list in field 336 $2 (Source) is rdacontent RDA content term - 336 $a MARC codes for RDA terms - 336 $b MARC Bibliographic Leader/06 code(s) cartographic dataset crd e or f cartographic image cri e or f cartographic moving image crm e or f cartographic tactile image crt e or f cartographic tactile threedimensional form crn e or f cartographic threedimensional form crf e or f

29 337: MEDIA TYPE Ø The source code for this list in field 337 $2 (Source) is rdamedia RDA media terms -337 $a MARC codes for RDA terms - 337 $b MARC media codes - 007/00 audio s s - sound recording computer c c - electronic resource microform h h - microform microscopic p projected g g - projected graphic m - motion picture stereographic e unmediated n t - text k - non-projected graphic video v v - videorecording other x z - unspecified z z - unspecified

30 338: CARRIER TYPE Ø The source code for this list in field 338 $2 (Source) is rdacarrier. RDA carrier terms - 338 $a MARC codes for RDA terms - 338 $b MARC unmediated carrier codes card no code flipchart nn no code roll na no code sheet nb no code volume nc no code object nr r - Bibliographic Leader/06 other unmediated carrier nz no code

31 33 X Fields: A Way to Remember Each q 336 Content Type = “what is it? ” q 337 Media Type = “how is it stored? ” q 338 Carrier Type = “where is it stored? ” Hosted by ALCTS, The Association for Library Collections and Technical Services

32 336, 337, 338 Field Examples for a Sheet Map 336 cartographic image ǂb cri ǂ2 rdacontent 337 unmediated ǂb c ǂ2 rdamedia 338 sheet ǂb nb ǂ2 rdacarrier Hosted by ALCTS, The Association for Library Collections and Technical Services

33 336, 337, 338 Field Examples for a GIS dataset 336 cartographic dataset ǂb crd ǂ2 rdacontent 337 computer ǂb n ǂ2 rdamedia 338 online resource ǂb cr ǂ2 rdacarrier Hosted by ALCTS, The Association for Library Collections and Technical Services

34 Relationship Designators

35 Relationship Designators… Appendices I, J, K, and L in RDA q q Appendix I = Relationships between a resource and persons, families, corp. bodies associated with it Appendix J = Relationships between WEMIs Appendix K = Relationships between persons, families, and corp. bodies Appendix L = Relationships between concepts, objects, events, and places (forthcoming) Hosted by ALCTS, The Association for Library Collections and Technical Services

36 Relationship Designators…concerning cartographic materials Appendix I, see Instructions under I. 2, I. 3, I. 4 I. 2. 1: “author”, “cartographer” or “designer” q I. 2. 2: “producer”, “sponsoring body” …and so forth… q For example: 100 1 Raisz, Erwin, ≠d 1893 -1968, ≠e cartographer. Ø Cartographic cataloging community should discuss applications Hosted by ALCTS, The Association for Library Collections and Technical Services

37 Punctuation Conventions

38 Punctuation q Is ISBD punctuation gone? No, but… q Appendix D “Record Syntaxes” q Library community likely will continue using ISBD Hosted by ALCTS, The Association for Library Collections and Technical Services

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40 CHANGES TO RECORDS FOR CARTOGRAPHIC MATERIALS q 255 field, Mathematical Data Elements q 300 field, Physical Description Hosted by ALCTS, The Association for Library Collections and Technical Services

CHANGES TO RECORDS FOR CARTOGRAPHIC MATERIALS 41 q Focus on changes to mathematical data elements, particularly found in 255 $a Ø square brackets no longer used Ø “ca. ” and abbreviations changes q Focus on changes to physical description data elements Ø abbreviations…again Ø metric symbols, not an abbreviation Hosted by ALCTS, The Association for Library Collections and Technical Services

42 Mathematical Data Elements q Chapter 7 of RDA “Describing Content” Ø Ø Ø q 7. 25 Recording Scale Statements (255 ≠a) 7. 26 Recording Projection Statements (255 ≠b) 7. 4 Recording Coordinates (255 ≠c) 7. 25. 1. 3 “Recording Scale” mirrors Area 3. 3 of Chapter 3 in AACR 2 except for the use of square brackets; the explicit use of the term “Scale” in the statement; and the use of “ca. ” Hosted by ALCTS, The Association for Library Collections and Technical Services

43 Mathematical Data Elements: Conversion to RF form RDA 7. 25. 1. 3 and AACR 2 3. 3 B 1→ must provide scale as a representative fraction (RF), e. g. , 1: 100, 000 When not given on the map as an RF, convert by: Ø changing a verbal statement to RF, e. g. , “ 1 in. = 4 miles” Ø use a Natural Scale Indicator to measure from a bar/graphic scale on the map (see above) BUT…in RDA we do not supply the data with square brackets Hosted by ALCTS, The Association for Library Collections and Technical Services

44 Mathematical Data Elements: Square Brackets, “approximately” and “Scale” AACR 2 Format RDA Format Scale [ca. 1: 10, 000] Scale approximately 1: 10, 000 Scale [1: 600]. 50 ft. to an in. Scale 1: 600. 50 ft. to an in. 3. 3 B 1. Give scale as a RF, if not in that form convert and give in square brackets with “ca. ” if computed from a NSI, or only in square brackets if computed from a verbal scale. 7. 25. 1. 3, instructions for recording scale overall, must give as RF form; 7. 25. 3. 3 instructions for recording horizontal scale. Square brackets are NOT used.

45 Mathematical Data Elements: Abbreviations General instruction in RDA Appendix B: B. 4 Transcribed Elements For transcribed elements, use only those abbreviations found in the sources of information for the element. If supplying all or part of a transcribed element, generally do not abbreviate If supplying words. 255 Scale approx. 1: 100, 000. [“approx. ” appears on the map] approx. BUT 255 Scale approximately 1: 100, 000. approximately B. 5. 7 Additional Scale Information Use abbreviations prescribed in B. 7 for terms used as part of additional abbreviations prescribed in B. 7 scale information (see 7. 25. 5). Metric symbols are not abbreviations; such symbols are not followed by a Metric symbols are not abbreviations full stop. 255 Scale 1: 253, 440. 1 in. equals 4 miles. 1 cm equals 6. 43 km. in. cm

46 PHYSICAL DESCRIPTION ELEMENTS

47 Physical Description Elements q Instructions for recording these elements separated between two chapters, 3 and 7 q In many cases Instructions for cartographic materials are separated from generic Instructions, definitely helpful! (e. g. , 3. 5 vs. 3. 5. 2 for maps) q Overall the changes from AACR 2 to RDA are minor, for instance: AACR 2→ 1 map : ≠b col. ; ≠c 62 x 59 cm. , folded to 22 x 10 cm. versus RDA→ 1 map : ≠b color ; ≠c 62 x 59 cm, folded to 22 x 10 cm.

48 Physical Description Elements: Abbreviations q “col. ” now must be spelled out as “color” q “colored” has a specific meaning; color added after map was created, not during the process q other commonly abbreviated words in AACR 2 are no longer abbreviated, e. g. , [“diam. ” is now “diameter”] Hosted by ALCTS, The Association for Library Collections and Technical Services

49 Physical Description Elements: Chapter 3 q Extent (300≠a): separated out for cartographic materials (see Instruction 3. 4. 2) q Layout (300≠b): cartographic images separated out (see Instruction 3. 11. 2) q Dimensions (300≠c): remember that metric symbols, e. g. , cm, are not abbreviations (see Instruction 3. 5. 2) Hosted by ALCTS, The Association for Library Collections and Technical Services

50 Physical Description Elements: Chapter 7 q In AACR 2, 3. 5 C it is “other physical details” and all aspects are collocated in one location (layout, production method, number of maps in an atlas, colour, medium, material, mounting) q In RDA, Instructions for most of these are in Chapter 3, but the attribute of color is found in 7. 1. 3 Hosted by ALCTS, The Association for Library Collections and Technical Services

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52 MAP RECORD EXAMPLE SAMPLE RDA RECORD FOR A SINGLE MAP ON ONE SIDE OF A SHEET DESC: = i 007 a ǂb j ǂd c ǂe a ǂf n ǂg z ǂh n 040 UPM ǂc UPM ǂe rda 034 1 a ǂb 88000 ǂd W 0745900 ǂe W 0741700 ǂf N 0413000 ǂg N 0405000 052 3813 ǂb S 9 090 G 3813. S 9 1955 ǂb. H 3 049 UPMM 100 1 Harper, George B. 245 10 Sussex County, New Jersey / ǂc corrected to 1955 by George B. Harper, County Engineer. 255 Scale approximately 1: 88, 000 ǂc (W 74° 59ʹ--W 74° 17ʹ/N 41° 30ʹ--N 40° 50ʹ). 260 Convent Station, N. J. : ǂb copyright, General Drafting Co. , Inc. , ǂc [1955] 300 1 map : ǂb color ; ǂc 62 x 59 cm, folded to 22 x 10 cm. 336 cartographic image ǂb cri ǂ2 rdacontent 337 unmediated ǂb n ǂ2 rdamedia 338 sheet ǂb nb ǂ2 rdacarrier 500 "All borough streets are improved. " 500 Includes a location map and two illustrations. 500 Text, illustrations with captions, and mailing area on verso. 651 0 Sussex County (N. J. ) ǂv Maps. 655 7 Maps. ‡ 2 lcgft 710 2 General Drafting Company.

53 MAP RECORD EXAMPLE with RDA Instructions indicated DESC: = i 007 a ǂb j ǂd c ǂe a ǂf n ǂg z ǂh n 040 UPM ǂc UPM ǂe rda 034 1 a ǂb 88000 ǂd W 0745900 ǂe W 0741700 ǂf N 0413000 ǂg N 0405000 052 3813 ǂb S 9 090 G 3813. S 9 1955 ǂb. H 3 049 UPMM B. 4 100 1 Harper, George B. 245 10 Sussex County, New Jersey / ǂc corrected to 1955 by George B. Harper, County Engineer. 255 Scale approximately 1: 88, 000 ǂc (W 74° 59ʹ--W 74° 17ʹ/N 41° 30ʹ--N 40° 50ʹ). 260 Convent Station, N. J. : ǂb copyright, General Drafting Co. , Inc. , ǂc [1955] 300 1 map : ǂb color ; ǂc 62 x 59 cm, folded to 22 x 10 cm. B. 5. 1 336 cartographic image ǂb cri ǂ2 rdacontent 6. 9 337 unmediated ǂb n ǂ2 rdamedia 3. 2 338 sheet ǂb nb ǂ2 rdacarrier 3. 3 500 "All borough streets are improved. " 500 Includes a location map and two illustrations. B. 4 500 Text, illustrations with captions, and mailing area on verso. 651 0 Sussex County (N. J. ) ǂv Maps. 655 7 Maps. ‡ 2 lcgft 710 2 General Drafting Company.

54 MAP RECORD EXAMPLE II 100 1 Hereford, Richard. 245 10 Map showing surficial geology and geomorphology of the Palisades Creek Archeological Area, Grand Canyon National Park, Arizona / ǂc by Richard Hereford ; prepared in cooperation with U. S. Bureau of Reclamation Glen Canyon Environmental Studies. 2461 ǂi Accompanying text title: ǂa Description of map units and discussion to accompany Map showing surficial geology and geomorphology of the Palisades Creek Archeological Area, Grand Canyon National Park, Arizona 255 Scale 1: 2, 000 ǂc (W 111° 49ʹ 15ʺ--W 111° 48ʹ 40ʺ/N 36° 08ʹ 45ʺ--N 36° 07ʹ 45ʺ). 260 [Reston, Va. ] : ǂb U. S. Department of the Interior, U. S. Geological Survey, ǂc [1993] 300 1 map ; ǂc 34 x 78 cm, on sheet 55 x 108 cm, folded in envelope 30 x 24 cm + ǂe text (20 pages : illustrated ; 28 cm). 336 cartographic image ≠b cri ≠ 2 rdacontent 337 unmediated ≠b n ≠ 2 rdamedia 338 sheet ≠ 2 nb ≠ 2 rdacarrier 490 1 Open-file report ; ǂv 93 -553 500 Relief shown by contours. 500 "Compiled by Photogrammetry Section, Branch of Astrogeology, Flagstaff, Arizona. Aerial photography of 7 October 1989, approximate scale 1: 4, 600. Water level at approximately 140 m³/s. " … 650 0 Geology ǂz Arizona ǂz Palisades Creek Region ǂv Maps. 650 0 Geomorphology ǂz Arizona ǂz Palisades Creek Region ǂv Maps. 650 0 Geology ǂz Arizona ǂz Grand Canyon National Park ǂv Maps. 650 0 Geomorphology ǂz Arizona ǂz Grand Canyon National Park ǂv Maps. 655 7 Geological maps. ǂ2 lcgft 655 7 Thematic maps. ǂ2 lcgft 710 2 Glen Canyon Environmental Studies (Program : U. S. ) 710 2 Geological Survey (U. S. ). ǂb Branch of Astrogeology. 830 0 U. S. Geological Survey open-file report ; ǂv 93 -553.

55 MAP RECORD EXAMPLE Showing Entities Involved 007 a ǂb j ǂd c ǂe a ǂf n ǂg z ǂh n 040 UPM ǂc UPM 034 1 a ǂb 5500000 ǂd E 0340000 ǂe E 0620000 ǂf N 0320000 ǂg N 0120000 042 pcc 050 4 G 7521. H 8 1957 ǂb. A 8 → Call number as a whole = Item entity; Class number alone = Work entity 052 7521 090 ǂb 049 UPMM 245 00 Arabian Peninsula, petroleum concessions, oil fields, and installations, Jan. 1957 : ǂb concession area ownership including offshore concessions. → Manifestation entity 250 First revised 2 -57. → Manifestation entity 255 Scale approximately 1: 5, 500, 000 ǂc (E 34°--E 62°/N 32°--N 12°). → Expression entity 260 [Washington, D. C. : ǂb U. S. Department of State? , ǂc 1957] 300 1 map : ǂb color ; ǂc 41 x 47 cm. → Manifestation entity except for “color” = Expression 336 cartographic image ‡b cri ‡ 2 rdacontent → Expression entity 337 unmediated ‡b n ‡ 2 rdamedia → Manifestation entity 338 sheet ‡b nb ‡ 2 rdacarrier → Manifestation entity 500 Includes table with an index of "Operating Companies" and their "Controlling Interests, " and additional legend for boundaries. → Work entity 500 "25338 3 -56 (First Revision 2 -57). " 500 "SSO -- 176 -2/57. " 650 0 Petroleum ǂz Arabian Peninsula ǂv Maps. → Subj. hdg. and subdivision = Work; ‡v f/g = Expression 650 0 Petroleum pipelines ǂz Arabian Peninsula ǂv Maps. → same as above 650 0 Petroleum refineries ǂz Arabian Peninsula ǂv Maps. → same as above 650 0 Petroleum industry and trade ǂz Arabian Peninsula ǂv Maps. → same as above 655 7 Thematic maps. ‡ 2 lcgft → Expression entity 710 1 United States. ‡b Dept. of State. → Work entity

56 SUMMARY THOUGHTS q Focus and clarifications regarding RDA q User-focused q Relationship driven q Not too big of a leap from the AACR 2 side to the RDA side in terms of resulting records Hosted by ALCTS, The Association for Library Collections and Technical Services

57 ACKNOWLDEGEMENTS q John Attig q Diane Baden, Cindy Hepfer, Yuan Li, Julie Reese and the rest of the “ALCTS crew” q Kate Harcourt and the members of the ALCTS RDA Planning and Training Task Force q …and YOU! Hosted by ALCTS, The Association for Library Collections and Technical Services

58 SUGGESTED ONLINE RESOURCES Introducing RDA: A Guide to the Basics by Chris Oliver. (ALA Editions special reports) Chicago : ALA, 2010. ISBN: 9780838935941 http: //www. alastore. ala. org/detail. aspx? ID=2897 LC RDA site “Information and Resources in Preparation for RDA”: http: //www. loc. gov/aba/rda/ LC documents for the RDA test: http: //www. loc. gov/catdir/cpso/RDAtest/rdatraining 2. html LC testing website: http: //www. loc. gov/catdir/cpso/RDAtest/rdatest. html LC test records as examples website: http: //www. loc. gov/catdir/cpso/RDAtest/rdatestrecords. html Forthcoming in 2012… RDA and Cartographic Resources by Paige G. Andrew and Mary Lynette Larsgaard http: //www. alastore. ala. org/detail. aspx? ID=3542

Contact Me: Paige Andrew pga 2@psu. edu 814 -867 -0786 59

60 …QUESTIONS? Hosted by ALCTS, The Association for Library Collections and Technical Services