Teaching RDA Trainthetrainer course for RDA Resource Description

Module 8 Attributes of Persons, families, corporate bodies (RDA Section 3)

Section 3 Learning Outcomes • Identify data elements recorded in name authority records •

Section 3 Overview Covers • Recording attributes (in authority record) • Constructing access points

Section 3 Overview (Cont. ) • NEW entity for Family • Identifiers NEW !

Chapter 8 8. 3 Core elements Recording attributes – Core if needed to distinguish

Chapter 8 8. 4 Language and script Preferred Name • Language that appears in

Chapter 8 • • • 8. 5 General guidelines Capitalisation Numbers expressed as numerals

Chapter 8 Other guidelines • 8. 6 -8. 7 Access points – Summary of

Section 3 Chapter 9: Identifying Persons

Chapter 8 and 9 Scope of “person” • RDA 8. 1. 2 – “An

Chapter 9 Examples of expanded scope 100 1# $a Ling Yeow, Poh. 245 10

Chapter 9 9. 2 -9. 18 Attributes • The usual suspects – Name, title,

Chapter 9 9. 2 Preferred name • Establish all entities associated with a person

Chapter 9 Preferred name 100 1_ $a Baron Cohen, Sacha $d 1971400 1_ $a

9. 3 Dates • Date of birth and/or death, period of activity • Core

9. 3 Dates 046 ## $f 1836 $g 1865 100 1# $a Beeton, Mrs

9. 4 Title 9. 5 Fuller form Title • Core in authority record and

New Elements Gender (RDA 9. 7; MARC 375) Place of Birth (RDA 9. 8;

More New Elements Affiliation (RDA 9. 13; MARC 373) Language of the Person (RDA

100 1_ |a Baron Cohen, Sacha |d 1971400 1_ |a Cohen, Sacha Baron, |d

Chapter 9 9. 19 Authorized access points • RDA 9. 1. 1: how to

Chapter 9 Additions to the preferred name • 9. 1. 2: title or other

Example records 000 00402 cz a 2200133 n 450 001 5496212 005 20020621172756. 0

Example records 000 00675 nz a 2200205 n 450 001 9027124 005 20120628050914. 0

Example records 000 00912 cz a 2200217 n 450 001 8721625 005 20111026173902. 0

Section 3 Chapter 10: Identifying families

Chapter 10 Scope of “family” • Definition (RDA 8. 1. 2) = “two or

Chapter 10 Role of “family” • Now considered creators, contributors, etc. – Important for

Chapter 10 Attributes • Core attributes – Name, Type, Date, Identifier • Other attributes

Chapter 10 Name of family Families as authors vs. subject headings • Ch. 10

Chapter 10 10. 3 Type of family • Scope = categorization or generic descriptor

Chapter 10 10. 4 Date DEFINITION “a significant date associated with the family” Eg.

Chapter 10 10. 5 Place DEFINITION “a place where a family resides or has

Chapter 10 – Prominent member – Family history 100 376 500 678 10. 6

Chapter 10 10. 2 Variant names – For THAT family only – Hereditary titles

Chapter 10 Constructing access points • 10. 1. 2: type of family (required) •

Chapter 10 MARC examples • 100 3# $a Kennedy (Family : $c Washington, D.

Section 3 Chapter 11: Identifying corporate bodies

Chapter 11 Scope of “corporate body” • Definition (RDA 8. 1. 2, Glossary) =

Section 3, Chapter 11 Attributes • The usual suspects – Name, place, dates, number

Chapter 11 11. 2 Preferred name • Mostly the same as AACR 2 •

Chapter 11 11. 2 Preferred name A few things to note: • Not abbreviating

Chapter 11 11. 3 Place • Two categories: – Location of conference, etc. CORE

Chapter 11 11. 4 Date Scope • Date a conference was held • Year(s)

Chapter 11 11. 4 Date MARC • Conference date – 111 $d and 046

Chapter 11 11. 4 Date Examples: 046 ## $s 1892$t 1894 110 2# $a.

Chapter 11 Other elements • AACR 2 “additions” now elements – Associated institution •

Chapter 11 • • 11. 13. 1. 2: 11. 13. 1. 3: 11. 13.

Section 3, Chapter 11 Examples 110 2# $a World Cup (Cricket) 110 2# $a

Example records 000 01032 nz a 2200229 n 450 001 8699881 005 20110712062307. 0

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

Section 3 Summary • Structure of section three of RDA • Recording attributes of

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Teaching RDA Train-the-trainer course for RDA: Resource Description and Access Presented by the National Library of Australia September – November 2012 This work is licensed under the Creative Commons Attribution 3. 0 Australia License http: //creativecommons. org/licenses/by/3. 0/au/

Module 8 Attributes of Persons, families, corporate bodies (RDA Section 3)

Section 3 Learning Outcomes • Identify data elements recorded in name authority records • Construct access points for persons, families and corporate bodies

Section 3 Overview Covers • Recording attributes (in authority record) • Constructing access points • Variant access points Does NOT cover • Choosing access points – See Section 6: Relationships to persons, families and corporate bodies.

Section 3 Overview (Cont. ) • NEW entity for Family • Identifiers NEW ! – URIs associated with persons, families and corporate bodies OR the surrogate for same (eg. authority record) – Core element – No truly international system as yet

Section 3 Overview (Cont. )

Section 3 Chapter 8: General guidelines

Chapter 8 8. 3 Core elements Recording attributes – Core if needed to distinguish between similar names Constructing access points • “Core” elements do not apply • “Preferred name” + selected elements if needed

Chapter 8 8. 4 Language and script Preferred Name • Language that appears in the source • Alternative to transliterate Other elements • Check each rule for differences • Generally, language of agency

Chapter 8 • • • 8. 5 General guidelines Capitalisation Numbers expressed as numerals or words Diacritics Hyphens Initials and acronyms Abbreviations

Chapter 8 Other guidelines • 8. 6 -8. 7 Access points – Summary of detailed instructions in each chapter – “Constructing access points” = • Authorised access point • Variant access points • 8. 8 -8. 9 Scope and date of usage – Scope notes • 8. 11 Undifferentiated name indicator – MARC 008/32

Section 3 Chapter 9: Identifying Persons

Chapter 8 and 9 Scope of “person” • RDA 8. 1. 2 – “An individual or an identity established by an individual (either alone or in collaboration with one or more other individuals)” • RDA 9. 0 – fictitious entities • Miss Piggy, Snoopy, Dr. Who, etc. LC RDA: NASIG 2011 - Module 4

Chapter 9 Examples of expanded scope 100 1# $a Ling Yeow, Poh. 245 10 $a Poh’s kitchen / $c Poh Ling Yeow. 100 1# $a Queen, Ellery. 245 10 $a The glass village / $cby Ellery Queen [identity created by Frederic Dannay and his cousin Manfred B. Lee] 100 0# $a 245 10 $a by 700 1# $a Miss Piggy’s guide to life / $c Miss Piggy as told to Henry Beard, Henry. LC RDA: NASIG 2011 - Module 4

Chapter 9 9. 2 -9. 18 Attributes • The usual suspects – Name, title, fuller form, dates, profession or occupation, biographical information. • Other information associated with names – Gender, affiliation, country, address, language, NEW field of activity. • Core attributes/elements ! – Name, Dates, Title, Other designation, Identifier.

Chapter 9 9. 2 Preferred name • Establish all entities associated with a person • Include in name element (ie MARC 1 XX $a) – Terms of relationships Eg. Sr, Jr. – Terms of address Eg. Dr, Mrs (only used in certain circumstances)

Chapter 9 Preferred name 100 1_ $a Baron Cohen, Sacha $d 1971400 1_ $a Cohen, Sacha Baron, $d 1971100 1_ $a G. , Ali, 400 0_ $a Ali G. Multiple identities of same person 100 1_ $a Sagdiyev, Borat 400 1_ $a Borat 100 1_$a Beeton, Mrs. 100 1_$a. Davis, Samuel, Jr. Terms of relationship and address now in $a

9. 3 Dates • Date of birth and/or death, period of activity • Core in authority record • Not core in access point unless need to distinguish • New MARC 046 field in authority – $f and $g for birth and death dates – $s and $t for period of activity • No abbreviations NEW !

9. 3 Dates 046 ## $f 1836 $g 1865 100 1# $a Beeton, Mrs 046 ## $f 1973 100 ## $a Johnson, Anna Marie, |d 1973 - 046 ## $f 1829 100 1# $a Macready, William, $d -1829.

9. 4 Title 9. 5 Fuller form Title • Core in authority record and required in access point – Only royalty, nobility, titles of honour, and ecclesiastical rank Fuller form • Core if needed to distinguish • Can record in access point even if not needed • New MARC 378 field in authority record

New Elements Gender (RDA 9. 7; MARC 375) Place of Birth (RDA 9. 8; MARC 370) Place of Death (RDA 9. 19; MARC 370) Country Associated with the Person (RDA 9. 10; MARC 370) • Place of Residence (RDA 9. 11; MARC 370) • Address of the Person (RDA 9. 12; MARC 371) • •

More New Elements Affiliation (RDA 9. 13; MARC 373) Language of the Person (RDA 9. 14; MARC 377) Field of Activity (RDA 9. 15; MARC 372) Profession or Occupation (RDA 9. 16; MARC 374) Core for NLA if readily ascertainable • Biographical Information (RDA 9. 17) • Identifier (RDA 9. 18) Core for NLA • •

Chapter 9 9. 19 Authorized access points • RDA 9. 1. 1: how to put together the elements to construct an authorized access point [with links back to specific elements] – Preferred name is the basis – Additions to the name as instructed under 9. 1. 2– 9. 1. 7, in that order, as applicable LC RDA: NASIG 2011 - Module 4

Chapter 9 Additions to the preferred name • 9. 1. 2: title or other designation associated with the person (required) • 9. 1. 3: date of birth and/or death * ^ • 9. 1. 4: fuller form of name * ^ • 9. 1. 5: period of activity of person * ^ • 9. 1. 6: profession or occupation * * = if needed to distinguish; ^ = option to add even if not needed LC RDA: NASIG 2011 - Module 4

Chapter 9 Exercise

Section 3 Chapter 10: Identifying families

Chapter 10 Scope of “family” • Definition (RDA 8. 1. 2) = “two or more persons related by birth, marriage, adoption, civil union, or similar legal status, or who otherwise present themselves as a family” Not in AACR 2 LC RDA: NASIG 2011 - Module 4, Slide 32

Chapter 10 Role of “family” • Now considered creators, contributors, etc. – Important for archives, museums, and special collections – Also possible for general library materials: genealogy newsletters, family reunion publications, etc. LC RDA: NASIG 2011 - Module 4, Slide 33

Chapter 10 Attributes • Core attributes – Name, Type, Date, Identifier • Other attributes – Place, prominent member, hereditary title, family history • MARC fields NEW ! – 376 – family information – Also 370, 665, 678

Chapter 10 Name of family Families as authors vs. subject headings • Ch. 10 applies to distinctive family entities acting as creator/contributor, etc. • When used as a subject, continue the current subject cataloging policy for general family name groupings (See H 430 and H 1631) Adapted from LC RDA: NASIG 2011 - Module 4, Slide 35

Chapter 10 10. 3 Type of family • Scope = categorization or generic descriptor for the type of family” – Not a controlled vocabulary – cataloger’s choice – “Family, ” “Clan, ” “Royal house, ” “Dynasty, ” etc. !CORE ELEMENT! • MARC X 00: added in parentheses to the preferred name 100 3# $a Ptolemaic (Dynasty) LC RDA: NASIG 2011 - Module 4, Slide 36

Chapter 10 10. 4 Date DEFINITION “a significant date associated with the family” Eg. – The period during which a royal house ruled – The period during which a dynasty was in ascendance • MARC 376 $s and $t 100 376 3# $a Ptolemaic (Dynasty) ## $a Dynasty $s 305 B. C. $t 30 B. C.

Chapter 10 10. 5 Place DEFINITION “a place where a family resides or has resided or has some connection” • Authorised form as per Chapter 16 • MARC 370 100 376 3# $a Ptolemaic (Dynasty) ## $e Egypt ## $a Dynasty $s 305 B. C. $t 30 B. C.

Chapter 10 – Prominent member – Family history 100 376 500 678 10. 6 – 10. 8 Other elements 3# $a Ptolemaic (Dynasty) ## $e Egypt ## $a Dynasty $s 305 B. C. $t 30 B. C. 1# $w r $i Family member: $a Cleopatra, $c Queen of Egypt, $d died 30 B. C. ## $a The Ptolemaic dynasty was the royal family which ruled the Ptolemaic Empire in Egypt during the Hellenistic period. They were the last dynasty of ancient Egypt. . .

Chapter 10 10. 2 Variant names – For THAT family only – Hereditary titles 100 400 376 500 678 3# $a Ptolemaic (Dynasty) 3# $a Lagids (Dynasty) ## $e Egypt ## $a Dynasty $s 305 B. C. $t 30 B. C. 1# $w r $i Family member: $a Cleopatra, $c Queen of Egypt, $d died 30 B. C. ## $a The Ptolemaic dynasty was the royal family wich ruled the Ptolemaic Empire in Egypt during the Hellenistic period. They were the last dynasty of ancient Egypt. . .

Chapter 10 Constructing access points • 10. 1. 2: type of family (required) • 10. 1. 3: date associated with the family (required) • 10. 1. 4: place associated with the • family * ^ • 10. 1. 5: prominent member of the • family * ^ * = if need to distinguish; ^ = option to add even if not needed Adapted from LC RDA: NASIG 2011 - Module 4, Slide 41

Chapter 10 MARC examples • 100 3# $a Kennedy (Family : $c Washington, D. C. , $d 1947 -2001) • 100 3# $a Murdoch (Family : $g Murdoch, Rupert, 1931 -) • 100 3# $a Tudor (Royal, $d 1485 -1603)

Section 3 Chapter 11: Identifying corporate bodies

Chapter 11 Scope of “corporate body” • Definition (RDA 8. 1. 2, Glossary) = “an organization or group of persons and/or organizations that is identified by a particular name and that acts, or may act, as a unit” • Scope (11. 0) = includes ad hoc events (such as athletic contests, exhibitions, expeditions, fairs, & festivals) and vessels (e. g. , ships & spacecraft) Adapted from LC RDA: NASIG 2011 - Module 4, Slide 44

Section 3, Chapter 11 Attributes • The usual suspects – Name, place, dates, number of conference, etc. • Other information associated with names – address, language, field of activity. • Core attributes/elements – Name, Dates, location and number of conference, Identifier.

Chapter 11 11. 2 Preferred name • Mostly the same as AACR 2 • More detail • Lots of examples 47

Chapter 11 11. 2 Preferred name A few things to note: • Not abbreviating “Department” (Appendix B. 2) • Language used – removal of English bias (11. 2. 2. 5. 2) • Include frequency in conference name (11. 2. 2. 1) • Variant spellings: choose the form found in the first resource received (RDA 11. 2. 2. 5. 1) 48

Chapter 11 11. 3 Place • Two categories: – Location of conference, etc. CORE – Location of headquarters (if needed to distinguish) • Form of place: – Preferred form of name (as prescribed in Chapter 16) – Can abbreviate name of certain countries, states, etc. , as instructed in Appendix B Adapted from LC RDA: NASIG 2011 - Module 4, Slide 48

Chapter 11 11. 4 Date Scope • Date a conference was held • Year(s) in which a corporate body was established and/or terminated !Both core elements!

Chapter 11 11. 4 Date MARC • Conference date – 111 $d and 046 if desired 046 $s 2012 111 2# $a San Diego Comic-Con, $d 2012 • Year(s) of establishment/termination – 046 of authority record and 110 $a or $b if needed. 110 2# $a Beatles 046 $s 1960 $t 1970

Chapter 11 11. 4 Date Examples: 046 ## $s 1892$t 1894 110 2# $a. Scientific Society of San Antonio (1892 -1894) 046 ## $s 1919$t 1920 110 1# $a. Germany. $b. Nationalversammlung (19191920) 046 ## $k 1995 111 2# $a. International Conference on Georgian Psalmody$d(1995)

Chapter 11 Other elements • AACR 2 “additions” now elements – Associated institution • MARC notes – Corporate history – Address • New elements from FRAD – Field of activity – Language of corporate body

Chapter 11 • • 11. 13. 1. 2: 11. 13. 1. 3: 11. 13. 1. 4: 11. 13. 1. 5: 11. 13. 1. 6: 11. 13. 1. 7: 11. 13. 1. 8: Constructing the access point if name not conveying “body” place associated with the body * ^ associated institution * ^ date associated with the body * ^ type of jurisdiction * other designation * ^ number, date, location of a conference * = if need to distinguish; ^ = option to add even if not needed LC RDA: NASIG 2011 - Module 4

Section 3, Chapter 11 Examples 110 2# $a World Cup (Cricket) 110 2# $a World Cup (Soccer) 111 2# $a VALA National Conference on Library Automation $n(16 th : $d 2012 : $c Melbourne, Vic. ) 111 2# $a Burke and Wills Expedition $d (1860 -1861) 110 1# $a Queensland. $b Department of Natural Resources, Mines, and Energy

Section 3 Summary • Structure of section three of RDA • Recording attributes of persons, families and corporate bodies • Constructing access points for persons, families and corporate bodies