From AACR2 to RDA: An Evolution

MLA, BCC Program Meeting, Feb. 26, 2006

Naming the New Code: RDA From AACR2 to RDA: An Evolution

„ „

RDA – an international standard Took “Anglo-American” out of title … Even „ „

Kathy Glennan University of Maryland

Why New Cataloging Rules? „

Feeling that continued revision of AACR2 not sufficient to address issues … Evolving

formats, including items that belong to more than one class of material … Limitations with existing GMDs and SMDs … Integrating resources … Separation of “content” and “carrier” concepts „

Integrate FRBR principles

Why not AACR3? „

Reviewers of AACR3 Part I (2004-05) identified areas for improvement: … Proposed

structure of rules – too awkward metadata-friendly; less library jargon … More connection to FRBR … Modify the connection of the rules to ISBD … Changes need to be significant enough to merit a new cataloging code, but records still need to be compatible with AACR2 … More

Kathy Glennan

„

AACR2 used internationally

Translated into 25 different languages Used in 45 countries outside the U.S.

Took “Cataloguing” out of title … “Resource

description” better understood by metadata communities … Will still include basic principles of bibliographic description

RDA – Big Picture Concepts Designed for the digital world „ Founded on AACR „ Informed by FRBR and FRAR „ Consistent, flexible and extensible framework „ Compatible with international principles, models and standards „ Useable outside the library community „

RDA will… „ „ „ „ „ „

Serve as a new content standard for description and access Function best as an interactive, online tool Improve instructions for non-print resources Separate rules for recording and presentation of data elements Eliminate redundancy Incorporate rules for authority control

1

From AACR2 to RDA: An Evolution

RDA Achievements To Date „ „ „ „ „ „ „

Editor: Tom Delsey Project manager: Marjorie Bloss Prospectus and FAQ available online Draft of Part I publicly available; opportunity for anyone to comment RDA-L, a discussion forum RDA Forums at ALA meetings Outreach group established

MLA, BCC Program Meeting, Feb. 26, 2006

RDA Organization „

Part I – Resource Description

„

Part II – Relationships

… Functional

… Persons,

families and corporate bodies for related works … Instructions for particular types of works … Citations

„

Part III – Access Point Control … Formulating … Recording

RDA Stakeholders „ „ „ „ „ „ „ „

Catalogers -- and -Library administrators Cataloging educators Public service librarians System developers Metadata communities MARC format developers National and international programs … (PCC,

ISSN, IFLA, etc.)

objectives and principles

access points data used in access point control

RDA Will Also Include „ „

General Introduction Appendices for: … Capitalization … Abbreviations … Initial

articles

… Presentation

of descriptive data and access point

control data „ „

Glossary Index

Caveat

RDA Part I - Chapters

RDA Part I is a draft document, under consideration by the JSC constituencies right now „ CC:DA will submit substantial comments about Part I „ JSC will meet in April to review comments from all of the constituencies – so specifics may change

„

„

Kathy Glennan

„ „ „ „ „ „

0. Introduction 1. General guidelines for resource description 2. Identification of the resource 3. Technical description 4. Content description 5. Information on terms of availability 6. Item-specific information

2

From AACR2 to RDA: An Evolution

RDA Part I – Guideline Structure „

Data elements/attributes for description of resources … Purpose „

MLA, BCC Program Meeting, Feb. 26, 2006

RDA Part III – Access Point Control General guidelines „ Authorized forms „

… Persons,

Families, Corporate bodies, Places (“uniform titles”) for works, expressions

and scope

… Citations

FRBR user tasks: find, identify, select, obtain

… Source

for the attribute to record the attribute … Notes pertaining to the attribute … How

RDA Part I – Chapter 2 Example „

2.7 Publisher, distributor, etc. … 2.7.0

Basic instructions on recording names of publishers, distributors, etc. … 2.7.1 Name of publisher … 2.7.2 Name of distributor … 2.7.3 Name of manufacturer … 2.7.4 Notes on publisher, distributor, etc.

RDA Part II – Relationships „

Relationships

„

Citations

… Works

… Works

… Expressions

… Expressions

… Manifestations

… Manifestations

… Items

… Items

… Persons … Corporate … Families

Kathy Glennan

„

bodies

Simplify choice of primary access point for citations of works

„

Variant forms … Used

as references for alternative displays

… Possibility

RDA Timeline „

Oct. 2005-Apr. 2006:

„

May-Sept. 2006:

… Draft … Draft

of Part I; constituency review of Part II; constituency review

„

Oct. 2006-Apr. 2007:

„

May-Sept. 2007:

„

2008: Publication

… Draft

of Part III; constituency review

… General

Introduction, Appendices & Glossary

RDA Constituency Review „

Timeline constraints … Draft

available to JSC first, then posted on JSC website … Constituent bodies prepare comprehensive response in time to meet JSC deadline … JSC deadline set about one month prior to their next meeting

3

From AACR2 to RDA: An Evolution

RDA Constituency Review „

Workload constraints … JSC „

„

AACR2 „

decisions that will not be revisited

vs.

Two parts

RDA „

… Description

ISBD in appendix; Organization of Part I

… CC:DA „

MLA, BCC Program Meeting, Feb. 26, 2006

… Headings,

… Resource

Description

Uniform

… Relationships

Titles, and References

asked to identify “big issues”

What guidelines are difficult to apply? Which rules generate unacceptable outcomes?

Three parts

… Access

Point

Control

… Most

proposals to change AACR2 practice will remain unaddressed until RDA published … RDA will not be perfect when first published!

RDA – MLA’s Role „

Subcommittee on Descriptive Cataloging … Provides

ongoing feedback to CC:DA about how proposals impact the music community Informed by input from Subcommittee members, BCC members, and MLA members in general „ Attempt cataloging using the new rules to see how they work „

…

Subcommittee on Descriptive Cataloging MLA’s official positions on RDA for CC:DA. In 2005 these included:

„

„

Based on 1961 Paris Principles Part I organized by class of material First cataloging code to integrate all media

„

„ „

AACR2 „ „

„

Kathy Glennan

RDA

Integrated with ISBD

… Formulates

Simplifying AACR2's Chapter 21 „ Comments on sound recording rules (AACR2 21.23) „ Response to proposal to eliminate the musical presentation statement „ Response to proposed changes to the music definitions in the Glossary

vs.

„

Keeps MLA informed about issues

RDA – MLA’s Role „

AACR2

„

vs.

„ „

ISBD optional; just one of display options Based on FRBR & FRAR models Part I organized by data element Potential to add general subject access rules as well

RDA

Created for card catalogs Used by library community

„

Evolved into an electronic product

„

„

Created for integrated library systems Goal to be used by various communities: library, metadata, etc. Envisioned as an electronic product

4

From AACR2 to RDA: An Evolution

AACR2 „ „ „ „ „

vs.

Catalog an “item” Heading Main entry Added entry Uniform title

RDA „ „ „ „ „

Catalog a “resource” Access point Primary access point Secondary access point Citation access point…

MLA, BCC Program Meeting, Feb. 26, 2006

AACR2 „

„

3 levels of description … … …

„

RDA „

Minimum Expanded Comprehensive

Statement of responsibility required

Mandatory elements … …

„

Given in list by data element Reflect attributes of work, expression & manifestation

„

…

„ „ „ „ „ „

Title proper Earlier/later variations in the title proper Statement of responsibility Edition statement Numbering Publisher, distributor, etc. (1st one) Date of publication, distribution, etc.

Kathy Glennan

„ „ „ „ „ „ „

„

„

vs.

Notes in a separate section within each Part I chapter Preferred sources of information based on class of material

Title proper of series Numbering within series Resource identifier Form of carrier Extent Scale of cartographic content Coordinates of cartographic content

AACR2 „

„ „

vs.

Organization by data element removes redundancy … Eliminates

consistency

problem „

GMD/SMD structure revisited to expand possibilities; still under review

RDA „

„

Reduces redundancy Compatible with other metadata schema

RDA – Mandatory Elements „

GMD/SMD construction gives information about nature of resource

AACR2

Statement of responsibility optional …

„

not always consistent

a work … For an expression … For a manifestation

vs.

Repeated rules from one chapter to the next

RDA

… Rules

… For

AACR2

vs.

Rules for notes included with each Part I attribute Preferred sources of information apply to all materials; rules may consider “the entire resource” as the preferred source

RDA

Use of Latin abbreviations [sic], [i.e.], [S.l.]…

„

A mixture of principleand case-based rules Rule of three often invoked

„

Elimination of Latin abbreviations … Rules

may remove all abbreviations unless used in the resource

„

Goal to include only principle-based rules Rule of three likely eliminated

5

From AACR2 to RDA: An Evolution

AACR2 „

vs.

A few specialist manuals, such as

RDA „

Potential for many specialist manuals

„

LC will create new guidelines for use with RDA

Cartographic Materials: A Manual of Interpretation for AACR2 „

LC Rule Interpretations

RDA – Issues in Tension „

Transcription vs. accuracy

„

Use of abbreviations

… Where … When

MLA, BCC Program Meeting, Feb. 26, 2006

Thanks To… Members of the Subcommittee on Descriptive Cataloging, the Bibliographic Control Committee and other MLA members who have participated in this process so far „ Jennifer Bowen, the ALA representative to the JSC, for generously sharing her January 2006 RDA Forum presentation „

Questions?

to record corrections to data elements

is this appropriate & where?

Generalization/simplification of rules vs. special needs based on “class of material” „ Creating rules that accommodate electronically supplied data „ Print vs. electronic version of rules „

RDA – More Information „

Resources at the JSC website: … www.collectionscanada.ca/jsc/rda.html „

„

Includes Draft rules, FAQ, Prospectus, etc.

Resources at the CC:DA website … http://www.libraries.psu.edu/tas/jca/ccda/ „

„

Includes announcements, CC:DA position papers

Other ALA resources … Semiannual

articles in the ALCTS Newsletter Online (available from links at: www.ala.org/alcts)

Kathy Glennan

6

From AACR2 to RDA - Cataloging and Metadata Committee

Feb 26, 2006 - Draft of Part I publicly available; opportunity for anyone to ... □2.7.0 Basic instructions on recording names of publishers ... JSC website.

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